Come and see us at one of our nationwide events

Pre-retirement workshop: Life after full-time employment

Event date: Thursday 4 April 2019
Event type: Workshop
Venue: 1 New Walk Place, Leicester, LE1 6RU
Time: 9:30am – 4:00pm
Cost: Free

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

Workshop Agenda
Registration and refreshments
Introduction: Adrian Firth, employee benefits wealth consultant
        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!
Ed Watling, employee benefits consultant
        Health in retirement
                Positive health aspects
                Keeping body and mind fit
                Maintaining interaction and stimulation
                Choices and activities
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
Q&As for the morning’s speakers
Lunch and time to speak to the experts
Farhan Choudhry, private client paralegal
        Planning your future
                Wills and succession
                Power of attorney
                Living wills
Adrian Mee, wealth management consultant
        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
Q&As for the afternoon’s speakers
Adrian Firth, employee benefits wealth consultant
        Review of the day’s topics and close

The Experts

AdrianAdrian Firth – employee benefits wealth consultant
Prior to joining Mattioli Woods in 2015, Adrian held various positions in the financial services industry managing corporate clients. Adrian has also spent a significant part of his career with the industry regulator, the Financial Conduct Authority, where he helped to develop and deliver the regulator’s objectives for financial education.
EdEd Watling – employee benefits consultant
Ed joined Mattioli Woods in 2012 and has more than 15 years of health care experience, gained within both provider and broker environments. Ed is responsible for health care consulting group-wide, which covers a wide range of benefits including private medical insurance, health cash plans, employee assistance programmes and health screening solutions.
FarhanFarhan Choudhry – private client paralegal
Farhan Choudhry joined Mattioli Woods in 2017 as a private client paralegal, having previously worked within the legal services industry dealing with wills, trusts, powers of attorney and probate. Since joining, Farhan has helped launch a new in-house department offering will and power of attorney services.
Adrian Adrian Mee – wealth management consultant
Adrian Mee joined Mattioli Woods in 2001. Initially, as a client relationship manager, Adrian headed up the business’ broking team and, after completing specialist trust, tax, and pension qualifications, moved into consultancy. Adrian frequently advises on the inclusion of discretionary fund management, commercial property and structured products for pension, personal, trust, and corporate investment.
ConsultantsWe are delighted to introduce you to one of your local wealth management consultants at these workshops. Each of our consultants is committed to providing outstanding advice to clients across all areas of wealth management, including pension consultancy, financial planning, asset management/investments, inheritance tax planning and, of course, retirement planning.

How to book

If you would like to attend, please book online by clicking here, by filling in the form to the right, or by calling the events team on 0116 240 8700.