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Good afternoon,
Whether your focus is on your short to medium term savings or planning for your retirement in this ever-changing financial landscape, it is important to plan effectively for your financial future.
With this in mind, BT Group Pensions continues to work with WEALTH at work to deliver a financial planning online seminar for those wanting to take stock of their current finances and ensure that opportunities for saving are maximised for longer term goals such as retirement or larger purchases. It also provides help and support for those who are thinking about drawing their pension benefits in the near future.
The seminar will help you to:
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Take control of your finances |
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Understand your workplace pension and state pension and how they work to provide an income in retirement |
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Maximise your pension and savings in order to achieve your long term goals |
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Be more informed about the income options available in your retirement |
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Understand a little more about inheritance tax and estate planning |
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Plan your next steps |
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During the online seminar you will be given the opportunity to request a follow-on callback to discuss your own personal circumstances.
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IMPORTANT
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This is a personal invitation only for you and is not transferable, attendance is optional. |
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You should check with your line manager before registering for an online seminar during your normal working hours. |
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Before attending, you may find it useful to read up on the retirement savings you’ve already made through BT’s pension arrangement(s) by visiting One HR where you will find links to manage your pension arrangement(s). |
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If you have any queries please email events@wealthatwork.co.uk.
Kind regards,
BT Group Pensions
The online seminar will provide information only and will not include or constitute financial advice.
Click here to know more about WEALTH at work’s services.
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By booking a place on a seminar/webinar or a focus group session, or contacting WEALTH at work, you will be providing your name, email address and potentially telephone number to WEALTH at work. WEALTH at work will only use this personal data for the purpose of arranging and delivering the online seminar or focus group session and, in certain circumstances, gathering your feedback. WEALTH at work will delete your personal data once it is no longer required for these purposes.
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