This webinar is perfect for those who are considering retirement in the next 15 years, or for anyone wishing to understand more about pensions, how they work and how to shape the future that you want.
This session will explore answers to common questions such as “What happens to my pension when I die?” and “What happens to my pension when I leave my employer?” and will cover the following key topics:
- The various types of pensions that are available here in the UK – state pensions, workplace pensions, personal pensions
- Tax relief and the benefits of saving into a pension
- Annual and lifetime allowances
- Your options at retirement - including the advantages, disadvantages and tax implications of annuities and flexible access options
- Pension transfers – things to consider
- How to spot a pension scam
- How cash flow modelling can help you to visualise your future
- An overview of the support available to you
About Schroders Personal Wealth:
At Schroders Personal Wealth, we believe that everyone should have access to clear financial advice, whenever and however they need it, from advisers they completely trust. That’s why we’re committed to offering affordable and accessible advice to more people. After all, financial advice isn’t just for the wealthy. We want to create a society where everyone sees the value of a great financial plan.
If you’re ready to speak to an adviser or want to ask specific questions relating to your personal financial circumstances, SPW offer a free financial health check which can be booked in via our dedicated microsite.
To attend:
Any Cambridge Network member may attend free of charge
Non-members may also attend this session at a fee of £10+VAT
You may also like: Pensions Awareness Week, 21 Oct – 4th Nov. A week of free live shows and impartial advice.