What makes a successful retirement plan?
Listen to our experts’ top tips on preparing your finances for retirement and how you could effectively use your tax allowances in order to maximise your retirement savings. They discuss why preparation is key to a comfortable retirement, along with the benefits of cashflow modelling and if phased retirement could be an option for you.
Find out more about:
- Key retirement planning considerations
- Pensions and your options at the point of retirement
- The benefits of cashflow modelling
- Managing investment risk
- The effective use of tax allowances
Key take outs from this event:
What you need to do to create a successful retirement plan and the next steps to make it come to fruition.
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
To view Zoom's privacy statement please click here
Our speakers
Martin Holden
PartnerFinancial Planning, Evelyn Partners
Malcom Robinson
PartnerFinancial Planning, Evelyn Partners
