Thursday 11th November 2021

Pension Masterclass – Helping you towards your retirement goals

Presented by William Bryant and Laura Dempsey of Rathbones. William and Laura specialise in providing holistic financial planning to a wide range of clients. The webinar will include:

Pensions overview – when to start and how to calculate how much you need to put away to achieve your desired retirement income
When/how to draw from your pension – impact of drawing an income while still working
Understanding risk and return
Managing tax allowances/exemptions to minimise tax burden in retirement
Understanding the Lifetime Allowance
Withdrawal strategies – balancing income in retirement and IHT tax planning
Pensions – part of a broader retirement plan

4.00pm on Zoom

Free to members and non-members.