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.

The financial environment and pension legislation change frequently and it is important now more than ever that you review your financial goals and consider whether you understand how you might plan now and for the future.

This online seminar will provide you with the opportunity to take stock of your finances and will help you to understand how you might meet your financial goals later in life. It will also look at how the University of Lincoln employee benefits can help you with your financial health and wellbeing.

This online seminar will cover interesting subjects such as:

• How you could achieve your savings goals using the University benefits platform
• Reviewing your current income and expenditure and exploring how to budget effectively
• Retirement goals and considerations
• Pensions
  • The basics and limits
  • University pension schemes
  • Pension changes and the options available
  • Increasing your pension benefits through AVCs
  • Flexible retirement
  • Increasing retirement income
  • State benefits
• Tax efficiency
  • ISAs
• Savings and Investments
  • Risk & Reward
• Estate 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