What to expect from our Seminars

“…an engaging and relevant presentation..”

Retirement SeminarsThe Seminar held on the 28th June was very well received.  As part of a series of seminars for individuals as they approach retirement, they are intended for people within five years of retirement and aims to:

  • 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.

GWM 28th June



Feedback from the audience

“Even though I shall be retiring soon the prospect of a retirement planning seminar didn’t excite me.  I envisaged boring presentations about the complexities of pensions and how to eke out a living on one. I’m very pleased to say I was entirely wrong! Instead Barry delivered an engaging and relevant presentation about draw-down and annuities, income vs expenditure, taxation and much more and all of it interesting and without any technical jargon!  Afterwards I feel empowered and more optimistic about moving on to the next phase of my life.”

For a list of our next seminars click here