Retiring successfully as a self-employed professional

Join us for an exclusive webinar where independent financial advisers from Chase de Vere, IPSE's trusted partner, will share their expert insights on how to retire successfully as a self-employed individual.

Recent research by Institute for Fiscal Studies highlights a significant challenge for self-
employed workers: a £250,000 retirement shortfall on average. This stark statistic 
underscores the unique hurdles self-employed individuals face in securing a comfortable 
retirement. 

Unlike salaried employees, self-employed professionals often lack access to 
employer-sponsored pension schemes and must navigate the complexities of retirement 
planning on their own.

This comprehensive webinar will address the key aspects of retirement planning specifically 
tailored for the self-employed, including:

1. Estimating your retirement needs

• Consider how much you might need for a secure retirement.
• Think about how much to save now to meet your retirement goals.

2. Types of pension schemes available

• Explore the different pension schemes and their suitability for self-employed individuals

3. Business structures and pension contributions

• Discover how different business structures can impact your pension contributions.
• Learn the most tax-efficient ways to make pension contributions.

4. Pros and cons of consolidating old pensions

• Evaluate the benefits and drawbacks of consolidating multiple pension plans into one.
• Get practical advice on managing several pension pots accumulated over your career.

5. How and when to draw your pension

• Learn the best strategies for drawing your pension.
• Understand the timing and methods to maximise your retirement income.

Our webinar will conclude with a live Q&A session, providing you the opportunity to ask our 
experienced advisers your specific questions.

Planning for retirement as a self-employed individual requires careful consideration and 
strategic planning. This webinar is designed to equip you with the knowledge and tools.