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Free webinars with our experts

Please note: The webinars will give you useful tips and information but won’t give you personalised advice. We can discuss how to make use of tax allowances but if you need complex tax calculations, we recommend consulting an accountant. Tax rules change and benefits depend on individual circumstances. If you’re at all unsure seek advice.

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3 steps to making your retirement income last longer - Thursday 14 July

Join us if you’re considering your retirement income and want a plan that supports you now, but also helps protect your future.

Our expert, Rohan will highlight things for you to think about.

Such as:

  • Where you could draw an income from
  • Spreading out your pension withdrawals
  • How to decide where to invest

This webinar will give you useful tips and information, but won’t give you personalised advice. Our financial advisers can give you personal recommendations based on your circumstances.

Investments go down as well as up in value and you could get back less than you invested.

To help you understand your options in retirement you can contact the Government’s free and impartial guidance service, Pension Wise.

Rohan Batra
Financial Adviser

When

Thursday 14 July

Time

Start: 5.30pm

End: 6.30pm approx.

This webinar is not personal advice, if you're unsure please get advice.

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Important information: These webinars are intended to provide information to help you make your own decisions. But remember they are not personal advice or tailored to individual circumstances. You should seek advice if you aren’t sure of an investment’s suitability, your financial plan or your retirement needs. If you’ve got questions about your personal situation, we’ll make it easy for you to arrange a meeting with an adviser to see if advice is right for you. If you decide to go ahead with advice, charges will apply.

We may look at some of the tax and pension rules, but these are subject to change and benefits depend upon individual circumstances. Remember investments and any income they produce can go up and down in value so you may not get back what you have invested.

Can't make it?

Arrange a call with our advisory helpdesk. They won’t give you any personalised advice on the call, but they’ll help you decide if advice is right for you.

If it is, a qualified adviser will be in touch. If you decide to take advice your adviser will discuss the charges that will apply.

Together you’ll be able to discuss your next steps and whether you could benefit from personalised advice.

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