Retirement Webinar: Avoid the Common Pitfalls

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3 Stage Retirement Blueprint: Avoid the Common Pitfalls

📅 Date: Wednesday 15th May 2024 ⏰ Time: 10.00 AM - 11:00 AM BST 🧠 Experts: Petronella West, Nick Rolf 💬 Interviewer: Mark Polson

A recent survey conducted in the United Kingdom has unveiled a shocking statistic: 48% of individuals are concerned that their pension savings will not be sufficient.

Additionally, 56% of people admit to not having saved enough for their retirement. As experts in retirement planning, we are well aware of these alarming figures. The most common question we receive from those nearing retirement is,

"How much can I realistically spend during retirement without exhausting my funds?”

Our double-chartered financial advisers, Petronella West (CEO) and Nick Rolf (Director of Private Clients), not only provide daily answers to these inquiries, but they also assist clients in understanding what an enjoyable retirement entails. They also emphasise the potential pitfalls and oversights that retirees often overlook.

That is why we have decided to host a complimentary webinar, where we will guide you through our essential three-step plan for a successful retirement. Our aim is to simplify retirement planning and make it as effortless as possible for you. So, leave your concerns behind and join us for this informative session.

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Key areas covered:
  • How much do I need to retire comfortably?
  • How much income do I need in retirement?
  • How can I reduce the tax I pay in retirement?
  • What is the importance of cashflow planning?
  • What are all the common pitfalls that I need to avoid?
  • How should I invest my money in retirement?
  • How can a financial adviser help me in retirement?
  • How should I draw on my assets in retirement?
  • What role do insurance policies play in my retirement plan?

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Disclaimer: Please note that the information provided in this webinar is for informational purposes only and does not constitute personal financial advice. Each individual's financial goals and needs are unique. Please contact us directly for personalised advice.