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.
RetirementMatters online seminar
13 August 2020 |
10:00 – 11:00
Free
RetirementMatters online seminar
Join the discussion
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.
-
Free
Members and non-members -
1 hour
of CPD per session -
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
Speakers
Dave Smith
WEALTH at work
- National Manager
National Manager, Presenters - Dave leads the presentation team and works closely with the design and delivery of the seminar programme. He has a background in presenting to members of a diverse range of pension schemes in both the private and public sectors over the course of the past 20 years. He is a Diploma qualified pensions and retirement specialist and holds Chartered MCSI in investment management. Dave has been with WEALTH at work for 5 years.
Introducing: RetirementMatters
Financial education that bridges the gap to retirement
