Pension freedoms implemented in 2015 give us more options than ever before for flexibility in our retirement and access to our pensions. Yet this abundance of choice can come with stress and indecision as we struggle to work out the best strategies for our retirement.

In this webinar, Anna Murdock, JM Finn’s Head of Wealth Planning and Simon Wong, Senior Wealth Planner, will help to arm you with the information you need to make your retirement as efficient as possible, whatever stage you are at.

Below are just some of the questions they cover:

  • How can I ensure I retire comfortably?
  • What role could the state pension play in supporting my retirement?
  • Is it a good idea to consolidate multiple pensions into a single scheme?
  • What choices do I have at retirement?
  • What happens to my pension when I pass away?

If you would like to find out how JM Finn's expert Wealth Planning team could help you with your pensions and retirement planning, please email us at marketing@jmfinn.com 

 

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

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Discretionary Portfolio Management


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