Webinar: Retirement planning
When:
Time:
Interactive CPD points: 0
This webinar will provide delegates with practical tips to help you achieve your retirement goals. This session is aimed at everyone from newly qualified to more experienced members of the profession.
Lloyd & Whyte will outline the critical factors that go into planning for retirement. Through the session we will cover the areas below with a Q&A session at the end.
- How much income will you need in retirement?
- How big does your retirement pot need to be?
- Explain the methods of funding your retirement plans
- Example of the most tax-efficient method of funding retirement plans
- How to ensure your plans are on track?
- How can you insure your retirement plans?
CPD
- This session does not carry any CPD points
Technical requirements
- The session will take place using Zoom
- We recommend that you use a computer or tablet device to join this webinar
AOP is acting as introducer. If you have any queries as to the suitability of the provider or products shown you should seek independent financial advice. AOP receive a small commission for successful referrals.
7.00PM - 8.00PM
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Webinar: Retirement planning
Harmy Bains
Harmy Bains is a Chartered Financial Adviser at Lloyd & Whyte, specialising in healthcare. Harmy was an Investment Manager before becoming a Financial Adviser six years ago. With over a decade of experience in the field, Harmy has developed a deep understanding of advising clients to navigate an ever-changing financial world.