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:  1 October 2024 at 09:30 - 12:00

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]