Planning Your Retirement – 17th November 2022


This is a virtual workshop run by Affinity Connect, aimed at any employee in the NHS Pension scheme who may be considering retirement, or have just started thinking about retirement plans.  The session aims to encourage a positive and realistic approach to financially secure retirement and help employees make informed choices about retirement.

 

Overview of session:

  • Explore changes in lifestyles
  • Identify where income is expected to come from and how it is taxed different in retirement
  • Understand the state Pension and the different types of workplace pensions
  • Learn about the risks and reward involved in savings and investments
  • Discover why increased life expectancy escalates the dangers of inflation and how to combat it.
  • Find out how to ensure your estate is passed to your intended beneficiaries
  • Understand Inheritance Tax
  • Understand the next steps and where to receive further guidance and regulated financial advice

 

This course is free to attend.  If you would like to book your place, please click the link below

Affinity Connect RET (event-registration.co.uk)

 

We are also running 2 other sessions relating to Pensions which may be of interest…..

Understanding Your Pension Tax Allowances (11 January 2023 13.00-14.00 and Thursday 20 July 2023 17.00-18.00)

Understanding Your Pension Changes:  Friday 2 September 2022 13.00-14.30 and Tuesday 7 March 2023 17.00-18.30