Planning for your financial future in retirement with Close Brothers - Members only event

  • Seminar

This 2 hour seminar led by Close Brothers is suitable for members who are considering their retirement options within the next 12 – 18 months and is 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.  Areas covered include:

  • 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

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