‘It is important to me to have the most appropriate pension arrangements in place to help fund my future income and lifestyle.’
The workshop is designed to provide you with important background information and the need to proceed with caution. This is a very complex area, so the workshop cannot provide you with all of the information to decide what to do with each plan, for obvious reasons. Hence the objective is put you in a position to decide if you can deal direct with your pension provider(s) or if you need additional support / guidance from a Regulated Financial Adviser.
As discussed during the ‘Pension Optimiser Workshop’ some of the reasons why you may wish to attend this workshop (your ‘Why’) include:
Please click here to register for the event. We strongly recommend that you attend the ‘Pension Optimiser Workshop’ before attending this session.
Please refer to your ‘My Financial Plan’ document (can be downloaded on the ‘Financial Coaching Programme’ page).
The workshop will focus on:
The three key discussion points:
Please click on ‘Multiple Pensions Workshop’ for the Three Key Messages of the session. .
Please refer to your ‘My Financial Plan’ document.
The value of a Defined Contribution pension will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.