WEALTH at work

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 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.

This latest session will also provide help and support for those who are thinking about drawing their pension benefits in the near to medium future.

The seminar will help you to take control of your finances by covering:

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Your Financial Picture – Key considerations around your situation and circumstances

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Pension Progress Check - Understand your workplace pension and state pension and how they work to provide an income in retirement

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The impact of paying in more - Maximise your pension and savings in order to achieve your long-term goals and the income options available in your retirement

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Pensions vs Mortgages – Where best to make overpayments and why

Book your place here

During the online seminar you will be given the opportunity to request a follow-on callback to discuss your own personal circumstances.

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).

If you have any queries please email events@wealthatwork.co.uk.

Kind regards,
BT

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.

WEALTH at work, my wealth and my wealth private are trading names of Wealth at Work Limited which is authorised and regulated by the Financial Conduct Authority and is part of the Wealth at Work group. Registered in England and Wales No. 05225819. Registered Office: Third Floor, 5 St Paul's Square, Liverpool, L3 9SJ. Calls may be recorded and monitored for training and record-keeping purposes.