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JM Finn Webinar: Optimising your Retirement Planning

  • Event date: 2 September @1:00pm-2:00pm
  • Book now

 

We are delighted to bring you this practical and informative webinar from our new sponsors, JM Finn. It is designed to help you make confident, well-informed decisions about your retirement – what ever stage you are at. 

Are you taking your own retirement planning seriously enough?

JM Finn, as professional advisers, spend their working lives helping clients secure their financial futures — but how often do we take a step back and give the same attention to our own retirement plans?

Since the introduction of Pension Freedoms in 2015, we now have more options than ever before when it comes to accessing our pensions and planning for retirement. But with greater flexibility comes greater complexity — and for many, that can mean stress, indecision, and missed opportunities.

Key topics to be covered include:-

  • How to build a retirement plan that ensures long-term financial security
  • Pros and cons of consolidating multiple pensions into one scheme
  • Your main options at retirement – and how to choose what’s right for you
  • The role of the State Pension – what to expect and how it fits into the bigger picture
  • What happens to your pension when you pass away – and how to plan for your loved ones

Don’t leave your own future to chance. Take an hour to invest in your retirement planning.

The webinar will conclude with the usual Q&A session.

Speakers

Rebecca Barrett, Wealth Planner, JM Finn

Rebecca joined JM Finn in 2023.  She has a BSc in Economics from the University of Southampton and is a Fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. After university, Rebecca worked as a management consultant at IBM, specialising in financial services, and then gained experience working for IFAs for over 5 years prior to joining JM Finn. Rebecca’s expertise includes retirement planning, tax planning and wealth structuring.

Charles Barrow, Wealth Planner, JM Finn

Charles joined JM Finn in April 2024. He has a BSc in Computing and Management from Loughborough University and is Chartered Financial Planner currently working towards Fellowship. After university, he gained experience working for city-based IFAs for over 6 years prior to joining JM Finn. Charles’ expertise includes retirement planning, tax planning and wealth structuring.