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What makes a successful retirement plan?

In this recording, hear 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.

04/05/2023 - 10:00-11:00
|Webinar event

Online

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Hear 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 recording:

What you need to do to create a successful retirement plan and the next steps to make it come to fruition.

Our speakers

Martin Holden

Martin Holden

PartnerFinancial planning

View profile
Malcolm Robinson

Malcolm Robinson

PartnerFinancial planning

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