Whether you’re on the glide path to retirement or on the cusp of retiring, Pensions Awareness Week is the perfect reminder to take stock of your plans.. That’s why IPSE’s trusted independent financial advice partner, Chase de Vere, is offering complimentary 30-minute virtual drop-in sessions to help you explore key retirement topics and give you peace of mind as you plan for the next stage.

These relaxed, one-to-one sessions offer an opportunity to review your progress towards retirement or explore strategies to make the most of your retirement savings.

Topics you might discuss include:

• Are you on track for retirement, or do adjustments need to be made?
• How is the performance of your current pension funds? Are they working hard enough for you?
• Should you consolidate old workplace pensions?
• Is it more tax-efficient to withdraw profits via pension contributions from your limited company?
• Could you adjust your pension strategy to reduce your tax liabilities?
• Could your spouse benefit from pension contributions or additional planning?
• What’s the best way to combine pension funds, savings, and investments for optimal income?
• Should you choose an annuity or income drawdown to fund your retirement?

If you’re years away from retiring, use this session to review your progress while there’s still time to make adjustments. If retirement is just around the corner, explore how to make the most of your accumulated savings to support the lifestyle you want. 

Mark Pensions Awareness Week by reserving your complimentary session today and take a confident step towards the retirement you deserve. 

Sessions are available to book on:

• Monday 22nd Sept. 12:00pm - 3:00pm
• Tuesday 23rd Sept, 9:00am - 12:00pm
• Wednesday 24th Sept, 9:00am - 12:00pm

Please note: these sessions provide general guidance only and do not include personalised financial advice.

You must be logged in to the IPSE website to book.