Retirement Seminar 28th June 2016 Sopwell House

Grosvenor Wealth Management Retirement Seminars, Sopwell House, 28th June 2016

We are offering a series of seminars for individuals as they approach retirement.  These seminars are intended for people within five years of retirement and will:

  • Cover the various options regarding how to take your benefits.
  • Give examples of how each option may appeal to certain clients.
  • Highlight some of the pitfalls.
  • Give you an insight into the sorts of questions you should be asking yourself before making any decision.
  • Show how retirement planning is about all of your assets, not just your pension plans.

Why should you Consider Retirement Planning:
The new pension freedoms have allowed so much more opportunity for people to decide how they want to take their pension benefits.  Unfortunately this includes the freedom to make a decision which could destroy their retirement from a financial point of view.  Getting advice is therefore critical to a successful retirement, but how do you get that advice?
The Government has set up a system where individuals can get guidance.  The problem is that guidance is not advice and, from what we hear, that guidance is often a recommendation to get advice.
Getting advice involves paying a fee and many individuals are therefore reluctant to do so.  It can be hard to assess whether the fee is worthwhile until you have received the advice.

Speaker:  Barry Rogers
Barry has joined us from Price Bailey LLP where he was a Senior Manager in charge of sales and research for their Private Client service.  He was also Compliance Officer for Price Bailey Private Client.

Please Note:
We cannot give advice without knowing all of our clients’ circumstances, objectives and tolerance to risk.  The seminars will consist of information only rather than personalised advice, and we cannot and will not be trying to sell anything.

Please join us on the 28th June 2016 at Sopwell House, Cottonmill Lane,  St Albans AL1 2HQ.

Arrival 6.30pm, seminar to commence at 7.00pm and will formally finish at 8.30pm

Naturally, feel free to bring along your partner. You may also want to invite any friends or colleagues who you feel may benefit.  All we ask is that you let us know how many will be attending.

Barry will be available after the seminar if you have any questions you would prefer to raise on a one to one basis.

Please email Barry.Rogers@gwmfs.co.uk or call our offices on 020 3030 4141 if you wish to attend.