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PMI
RetirementMatters online seminar

RetirementMatters online seminar

13 August 2020 | 10:00 – 11:00
Free

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RetirementMatters online seminar

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The PMI is delighted to announce the launch of a new retirement focused financial education service to help employees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace. 

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    Free

    Members and non-members
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    1 hour

    of CPD per session
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    Online

    Microsoft Teams

Event Details

THE BASICS

Topics of discussion:

The seminar will cover the fundamentals that employees and scheme members should consider before deciding how to access their retirement savings.

In particular, it will highlight:

  • Costs in retirement
  • Your retirement savings (the State Pension and your workplace pension savings)
  • Taxation and scams
  • Generating a retirement income

The 60-minute online seminar will be a live presentation via Microsoft Teams with the opportunity for Q&A throughout. There will also be an opportunity to find out more about the financial education programme following the seminar.

 

Who should attend:
  • Trustees
  • Scheme managers
  • Employers
  • Advisers
The venue
Event Venue Teams