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

Log in details will be provided upon registration. 

Free to members and non-members.