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Free webinars
with our retirement experts

Important information - What you do with your pension is an important decision that you might not be able to change. You should check you're making the right decision for your circumstances and that you understand all your options and their risks. This isn’t personal advice. If you're at all unsure, please seek advice. Tax rules can change and benefits depend on your circumstances. Investments go down in value as well as up so you could get back less than you invest. Before transferring please check for loss of benefits and exit fees. Money in a pension is not usually accessible until age 55 (57 from 2028).

If you’re approaching retirement there’s a lot to think about, like if you’re still on track to retire when you’d planned to, as well as how you’ll access your pension and how much you’ll receive. The pandemic could have also impacted your retirement plans, and you might be wondering if now is the right time to stop work.

Taking the time to get yourself and your finances ready for retirement is essential - that’s why our experts are on hand to help.

They’re hosting seven free webinars on a number of different topics, all designed to help you to build your knowledge so you can make your own decisions with confidence.

Choose your webinar: book your time

Select your preferred time and we’ll send you a link to join on any device from the comfort of your own home. Spaces are limited, but you can sign up to as many as you like.

During the webinars we’ll give you useful tips and information, but we won’t give you personal advice. If you’re not sure of the right course of action for your circumstances, please seek advice.

Preparing for retirement - 26 April 2021

Our experts offer an action plan to help get your pension on track. You’ll learn about:

  • How to review your pension
  • Basics around how pensions work
  • How to review your investments
  • What to consider if you’re planning to transfer a pension

Rohan Batra
Financial Wellbeing Specialist

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26 April 2021 at 10:00 AM

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26 April 2021 at 4:00 PM

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State Pension - 27 April 2021

Most people are entitled to the State Pension, and it’s likely to form a vital part of your retirement income. In this session we cover:

  • How much State Pension income you could receive
  • The increases to the State Pension
  • What happens if you decide to defer your State Pension
  • How contracting out works
  • How the State Pension could work if you’re planning to retire abroad

Eoin Campbell
Financial Wellbeing Specialist

Choose your time

27 April 2021 at 10:00 AM

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27 April 2021 at 4:00 PM

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Saving tax in retirement - 27 & 30 April 2021

Before you take money from your pension it’s important you understand how withdrawals are taxed. Our experts explain the basics and offer some tax savings tips. They also discuss:

  • Why you might want to consider other savings ahead of your pension
  • Your main retirement options
  • The benefits of a pension
  • How to make the most of government allowances

Rohan Batra
Financial Wellbeing Specialist

Choose your time

27 April 2021 at 2:00PM

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30 April 2021 at 2:00 PM

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Accessing tax-free cash - 28 April 2021

Based on the current rules, you can only normally start to take money from your pension from age 55 (57 from 2028). You can usually take up to 25% completely tax free, the rest is taxed as income. Our experts discuss the different ways you can access your tax-free cash, and they explain:

  • The basics around how pensions work
  • How drawdown, lump sums and annuities work
  • Why you could consider combining your retirement options
  • Questions you should ask

Rohan Batra
Financial Wellbeing Specialist

Choose your time

28 April 2021 at 10:00 AM

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28 April 2021 at 2:00 PM

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28 April 2021 at 4:00 PM

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Understanding annuities - 29 April 2021

If you’re after a secure income for life that isn’t linked to the stock market, you might want to consider an annuity. Our webinar will help you understand how annuities work, plus:

  • What types of secure income you could get
  • The basics around pensions
  • Your three main retirement options
  • How you could get a higher secure income
  • How you could pass on your annuity and protect your family
  • Why you might want to consider combining your retirement options
  • How to protect your annuity income against inflation

Rohan Batra
Financial Wellbeing Specialist

Choose your time

29 April 2021 at 10:00 AM

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29 April 2021 at 4:00 PM

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Consolidating your pensions - 29 April 2021

As you approach retirement you might want to consider consolidating your pensions into one easy-to-manage place. This could help to give you a clearer view of how much you’ve saved and what you’re on track to get at retirement. But transferring a pension is a big decision and is one that shouldn’t be taken lightly.

To help, we cover:

  • What to watch out for before transferring a pension
  • Reasons to transfer
  • Common misconceptions about transferring
  • How to find lost pensions
  • A transfer checklist

If you’re thinking about transferring, please check you won't lose valuable guarantees or benefits or have to pay excessive exit fees.

Eoin Campbell
Financial Wellbeing Specialist

Secure your space

29 April 2021 at 2:00 PM

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Lifetime allowance - 30 April 2021

There’s a limit on how much you can build up in pensions throughout your lifetime without getting a tax charge. This limit is known as the lifetime allowance which is currently £1,073,100 for most people.

Our experts explain what you can do to reduce the tax sting, and also cover:

  • How it’s measured and how to work out how much you’ve used
  • The tax charge if you go over the lifetime allowance
  • How to apply for protection

Eoin Campbell
Financial Wellbeing Specialist

Choose your time

30 April 2021 at 10:00 AM

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30 April 2021 at 4:00 PM

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Can't make it?

Don’t worry. You can find lots of useful information and online tools to help you prepare for your perfect retirement.

From age 50, you can also get free and impartial guidance from Pension Wise, a government service designed to help you understand your retirement options.

Find out more