PMI Crest
RetirementMatters training course: the fundamentals of retirement savings

RetirementMatters training course: the fundamentals of retirement savings

12 November 2020 | 10:00 - 12:30

RetirementMatters training course: the fundamentals of retirement savings


The bookings have now closed.

Can you afford to retire? The complex choices, DB to DC transfer issues, the prevalence of scams, investment turbulence and recent challenges to income and lifestyle caused by coronavirus - it has never been more important to access professional financial education and guidance before making potentially life-changing decisions at retirement.

As a result, the PMI has recently launched a unique 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 educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

  • icon

    £175 (+VAT)

    Early bird offer available until 23 October. Regular price £250 (+VAT)
  • icon

    2.5 hours

    of CPD
  • icon


  • icon


    Microsoft Teams

Event Details


Topics of discussion:

The educational training course, provided by WEALTH at work, 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 2.5 hour training session will be a live presentation via Microsoft Teams with the opportunity for Q&A. The course offers limited number of spaces - book now.

Who should attend:
  • Professionals interested in pensions
  • Professionals aged over 50 and considering retirement
  • HR Managers
  • Employee benefits experts
  • Trustees
  • Scheme managers
  • Scheme members
  • Sponsoring employers
  • Employees
  • Advisers
The venue
Event Venue Teams

Can you afford to retire?

RetirementMatters financial education service


Hear from the experts

Dave Smith
Dave Smith
National Manager - Presenters
- WEALTH at work

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.

Mark Hewitson
Mark Hewitson
WEALTH at work
- Head of Retirement Income Services

Mark has many years of experience in financial services, including delivering service innovation and pension scheme member services for major FTSE companies.

He now leads the development of the at-retirement services for workplace pension schemes and pension scheme members.

Mark also actively manages partnerships with major institutes for retirement savings professionals including the Pensions Management Institute and Pensions Policy Institute.

Terms and conditions

The PMI reserves the right to make modifications to the programme(s) and administrative arrangements in the event of special circumstances.
In the event of written cancellation four weeks before the event, 80% of the fee will be refunded. No fees are refundable after this date though it will be possible to substitute a delegate of the same fee category up to the day of the event.
If the seminar cannot be held for any reason, the PMI's liability will be limited to a refund of the appropriate seminar fee only. Please note that payment must be received before the event is held.

PMI Crest