If you’re planning to retire within the next few years, now is the perfect time to assess and optimise your strategy. Retirement Ready: Maximising Your Retirement Strategy, is part of Pension Awareness Week and will help you gain clarity on how to make the most of your pension, stay within key limits, and build a robust retirement portfolio.
What you’ll learn:
This webinar will explore how to effectively review and optimise your pension pots, understand your annual and lifetime allowances, and navigate options for accessing your pension, whether through drawdown, annuity, or lump sums. You’ll also gain insights into building a tax-efficient retirement portfolio that aligns with your long-term goals.
Timings:
11:00 – 11:15 | Keynote with James Chamier
11:15 – 11:30 | Moderated Q&A
Who should attend:
This webinar is ideal for individuals who are actively preparing for retirement and want to ensure they’re on track. Whether you’re planning to retire in the next couple of years or considering phased retirement, this webinar will help you make informed, confident decisions about your financial future.