Preparing for retirement seminar

September 24, 2024

Are you thinking about retiring? This seminar guides you through the financial complexities of retirement in a clear presentation. The purpose of this seminar is to help you maximise your income in retirement and protect your wealth for your loved ones. We aim the course at people who are within 10 years of retirement or 45+ year of age:

This seminar covers:

State pensions
NHS pensions
Saving and investing
Taxation
Credit history
Mortgage/remortgages
Wills and inheritance tax

This seminar is available for all staff and there will be opportunities for Q&A’s after the seminar.

Dates:

Tuesday 29 October – MS Teams
Tuesday 18 February 2025 – MS Teams
Thursday 5 June 2025 – MS Teams
Wednesday 22 October 2025 – MS Teams

Time: 9am – 12pm

Please contact Phoebe Leadbeater on ext.4022 or email phoebe.leadbeater@nhs.net to register and the link to the seminar will be sent two weeks prior.