USS
Please select the category most suitable to you.
Planning for Your Financial Future
This webinar is aimed at individuals who might be just starting out in their career. As a guide, it will most likely be relevant for individuals up to the age of 30 who will find the following topics of interest:
- Understanding and accessing your payslip
- Money management, goals and budgeting
- Mortgages, debt and loans
- Setting savings goals for the short, medium & long term
- University benefits
- “The Deal” platform and how to make the most of your benefits
- Making savings through salary sacrifice
- Pensions
- The basics
- University pension schemes – (USS and USPS) how they work
- Savings and investments
- Ways to invest
- Understanding risk
- Tax and tax efficiency
- Seeking further information, guidance and advice
Please note: these seminars and webinars will provide information only and will not include or constitute financial advice. For more information about our services please click here.
Maximising Your Financial Future
This webinar will provide you with the opportunity to take stock of your finances against your life plans and will help you to consider and understand how you might meet your financial goals later in life. As a guide, it will most likely be relevant for individuals aged 30-50. The webinar will also look at how your employee benefits could help you with your financial wellbeing. It is relevant for members of the USS pension scheme.
- How you could achieve your savings goals by using "The Deal" platform
- Reviewing your current income and expenditure and exploring how to budget effectively
- Looking ahead to retirement – understanding your goals and considerations
- Pensions
- The basics and limits
- Your USS pension scheme
- Pension changes and the options available
- State benefits
- Tax efficiency
- ISAs
- Savings and Investments
- Risk & Reward
- Estate Planning
- Seeking guidance and advice
Please note: these seminars and webinars will provide information only and will not include or constitute financial advice. For more information about our services please click here.
Planning for Retirement
Changes in pension legislation (including the state pensions) means you now have more flexibility and freedom when making your own choices at retirement.
It is important to understand your options and to take control of your finances in the years prior to your retirement.
This webinar is for those who are planning their journey towards retirement. As a guide, it will most likely be relevant for individuals aged 50 and above. It is relevant for members of the USS pension scheme.
- When could you retire?
- Where could the money come from?
- USS scheme and pension pots from previous employers
- Other pensions
- Increasing your benefits through AVCs
- The State Pensions
- Savings and investments
- Understanding risk
- Investing for income
- Investing for growth
- Tax and tax efficiency
- Income tax
- Tax planning
- Estate planning
- Making a Will
- Inheritance tax planning
- Seeking guidance and advice
Please note: these seminars and webinars will provide information only and will not include or constitute financial advice. For more information about our services please click here.
