The University continues to work with financial education specialists 'WEALTH at work' to deliver our programme of Financial Wellbeing which is a vital part of your employee benefit offering.

It is therefore important to understand your options and to take control of your finances in the years prior to your retirement. This online seminar is for those who are on the journey towards retirement and may have decisions to make regarding taking their pension.

This online seminar will cover interesting subjects such as:

• Your employee benefits platform and UOL lifechoice - financial wellbeing microsite
• Planning the journey towards retirement
• When could you retire?
• Where could the money come from?
  • University pension schemes
  • Other pensions
  • Increasing your benefits through AVCs
  • State pensions
• Savings and investments
  • Understanding risk & Investing for income or growth
• Tax and tax efficiency
  • Income tax and general tax planning
• Estate planning
  • Making a Will
  • Inheritance tax planning
• Seeking guidance and advice

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

Please note: the online seminar will provide information only and will not include or constitute financial advice. For more information about our services please click here.

Should you have any queries regarding your booking, please contact us via events@wealthatwork.co.uk

Kind regards,

WEALTH at work
Financial Education specialists