Come and see us at one of our nationwide events

Life After Full-time Employment: Pre-retirement Workshops

Dates and venues:
Thursday 19 October 2017 – Newmarket
Thursday 2 November 2017 – Leicester
Friday 10 November 2017 – London
Time: 9:30 am - 4:15 pm
Cost: FREE


The new pension freedoms mean there is a greater opportunity than ever before to create income in our retirement. Our workshops are an ideal way for you to help and support your employees aged 50+. The workshops will cover all aspects of life after full-time employment.

There have been many changes over recent years in the way we approach our retirement and the removal of the default retirement age means the decision is now in our own hands.

Trying to manage our own retirement along with the rise in fraudulent investments has led to an increased complexity, and the chances of getting it wrong are greater than ever before.

Our workshops are targeted at those aged 50+ and will cover all aspects of life after full-time employment including:

  • Health and leisure
  • Wills
  • Powers of attorney
  • Drawing lump sums
  • Investment
  • Inheritance

Workshop agenda

9:30 am  Registration and refreshments

10:00 am  Introduction – Adrian Firth, Employee Benefits Wealth Consultant, Mattioli Woods plc

Preparing for the next stage in life

How to use your retirement

Less money / more time

Effects on family and partners

A positive view of retirement in the 21st century!

10:30 am  Ed Watling, Employee Benefits Consultant

Health in retirement

Positive health aspects

Keeping body and mind fit

Maintaining interaction and stimulation

Choices and activities

11:15 am  Refreshments

11:30 am  Adrian Firth, Employee Benefits Wealth Consultant

Preparing for future financial needs

How expenditure changes in retirement

Drawing an income from pensions, the new freedoms

Distinguishing between defined benefit and defined contribution

The state pension

12:20 pm  Q&As for the morning’s speakers

12:30 pm  Lunch and time to speak to the experts

1:30 pm  Paul Davies, Private Client Partner, DWF LLP

Planning your future

Making/updating a will

Powers of attorney

Inheritance tax

Other sensible planning

2:30 pm  Refreshments

2:45 pm  Wealth Management Consultant (speaker dependent on location)

Managing your income/savings

Annual allowance and lifetime allowance

Inheritance tax and death benefits

Holistic wealth management

Defined benefit vs defined contribution pensions

Achieving the right mix of pensions, savings, and investments

3:45 pm  Q&As for the afternoon’s speakers

4:00 pm  Adrian Firth, Employee Benefits Wealth Consultant

Review of the day’s topics and close

How to book

If you would like to attend the event, register for free by filling out the form to the right, or by clicking here. Alternatively, please call Jordan Storey-Knott on 0116 240 8700.