Event / HFMA South West Branch: planning for retirement by Affinity Connect

13:00, 8 April 2024 Online

Registration for this event is closed. If you have a registration/booking for this event, please login to access the resources on the event page below.

This is to inform HFMA South West Branch members that this session will take place on: 8 April 2024 at 13:00 - 15:30


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]

CPD accredited
CPD accredited logo
Contact details
Rafaella Faccio
Occupational level
Band 2 to 6 finance Band 7+ finance Clinical/medical professional Primary care/practice manager Senior finance/board-level