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- Planning for your financial future in retirement with Close Brothers - Members only event
Planning for your financial future in retirement with Close Brothers - Members only event
- Seminar
- 8:00AM - 10:00AM, 17 Nov 2017
- Close Brothers Limited, 10 Crown Place EC2A 4FT
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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