Planning for Retirement

Planning for Retirement

The purpose of this seminar is to help you maximise your income in retirement and protect your wealth for your loved ones.

By Oak Tree Financial Training Ltd for NHS Ashford & St Peters Hospital

Select date and time

Wed, 27 Nov 2024 01:00 - 04:00 PST

Location

Online

About this event

*The 22nd November 2023 date will be held Face-to-Face in the Lecture Theatre, Education Centre, Ashford Hospital TW15 3AA.*

This event from 2024 will be held virtually via MS Teams.

Topics covered include:

  • State Pensions Factors affecting your State Pension,
  • Tax Are you paying the correct amount of tax?,
  • NHS Pensions Explaining the benefits of the NHS Pension Scheme,
  • McCloud Remedy McCloud Remedy – changes to the NHS Pension Scheme from April 2022,
  • Other Pensions How your other company & private pension schemes can affect your income in retirement,
  • Saving & Investing - Understanding risk in relation to your investments,
  • Credit History The importance of your credit rating, Mortgages/Re-mortgages Ensuring you have the correct mortgage,
  • Wealth Preservation What we mean by wealth preservation,
  • Getting advice.

There will also be opportunities to ask questions.