Event / HFMA South West Branch: planning for retirement by Affinity Connect
This is to inform HFMA South West Branch members that this session will take place on: 8 April 2024 at 13:00 - 15:30
Summary
To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices about retirement.
Aimed at
Employees, regardless of grade considering retirement or for those who have just started thinking about retirement plans
Learning objectives
Explore changes in lifestyles
Identify where income is expected to come from and how it is taxed differently in retirement
Understand the State Pension and different types of workplace pensions
Learn about the risks and reward involved in savings and investments
Discover why increased life expectancy escalates the dangers of inflation and how to combat it
Find out how to ensure your estate is passed to your intended beneficiaries
Understand Inheritance Tax
Understand the next steps and where to receive further guidance and regulated financial advice
This meeting will be via TEAMS, click book now to register your interest of attending and you will receive an invitation link prior to the session.
Any questions in the mean time, please contact [email protected]
Related content
Retirement may be 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking or already planning retirement.
This course has been developed to help you understand the changes, explore your options and help you to make the right decisions when the time comes.