The objective of this seminar, which will be held live online is to give you an insight into pensions and financial matters that will affect you during your mid-life and leading up to and during your retirement.
There is a proven link between financial awareness and better overall mental and physical health and during this session, financial planning principles are presented in an easy to understand format.
Pension planning, protection, tax planning and state benefits are all factors that are likely to be under review or changing at this stage. This webinar is geared to help delegates understand their pension and make an effective financial plan.
The seminar will cover the following topics:-
- Defined Benefit & Defined Contribution Pensions
- How to Create a financial strategy
- Planning for later life
- Savings or investment – Should we save or invest?
- The taxation system in the UK
- Wealth Preservation – Including the use of Wills, Trusts and Lasting Powers of Attorney
- Where to seek the correct advice
The seminar is run by True Bearing Chartered Financial Planners, a highly qualified Chartered Financial Planning Firm offering independent financial advice to clients through the North West and beyond. Founded in 2003, True Bearing offers a professional, yet personal financial planning service, built on trust, experience and transparency.
*The link between Financial Wellness and Physical Health (truebearing.co.uk)
Price :
Free to Members Time:
13:00 - 15:30
Venue:
1 Lockheed Court
Amy Johnson Way, Blackpool
Lancashire, FY4 2RN
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