Planning for retirement seminar with Close Brothers - members only event

  • Seminar

This 2 hour seminar is for members who are considering their options in the run up to retirement and are designed to help you understand some of the important decisions you are likely to face enabling you to plan for this important transition and enjoy a future that you have worked hard to achieve.  

What it covers:

  • Establishing a financial plan ahead of retirement
  • Making good pension decisions including pension allowances and rules
  • Achieving financial goals
  • Overview of world of investments
  • Access, income, growth and security
  • Effective personal tax planning
  • Overview of will and estate planning
  • Accessing financial advice and/or doing it yourself