PMI Crest
PMI

RetirementMatters

Most trustees recognise that for those members considering retirement, it is important that they understand their income options and how to mitigate any associated risks.

To support trustees, schemes and sponsoring employers we have launched a new retirement focused financial education service, supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

Who

For trustees and sponsors and their members and employees

What

High quality financial education and guidance programmes designed around scheme benefits and options

How

Tailored and public courses in the form of classroom workshops, online seminars, 1:1 guidance and digital content.

When

Sign up to our free 60-minute RetirementMatters online seminar on Thursday 13 August 2020 at 10am

Register

 

Making well-informed decisions will lead to improvements in their financial wellbeing and this is especially important at-retirement when facing life-changing decisions about how to maximise retirement income.

The education service will offer a range of options from classroom workshops and online seminars through to 1:1 guidance and digital content. It will offer an open to all generic programme and the opportunity to develop tailored options for sponsors.

 

Making a difference to the economy and society

“Most employers and Trustees recognise that for those members nearing retirement, it is important that they are well equipped to understand their retirement income options and how to mitigate any associated risks. The PMI are well aware of these issues and are pleased to be able to support Trustees, schemes and employers through the provision of retirement-focused financial education and guidance service provided by WEALTH at work. Not only does this help us achieve our fourth objective of our five year plan to make a difference to the economy and society; but it helps pension savers make well-informed decisions which will lead to improvements in their overall financial wellbeing.”

PMI Crest
Gareth Tancred Chief Executive, PMI
Taster session

Taster session

Join our free online seminar

We are pleased to offer a taster session on 13 August for an online financial education seminar provided by WEALTH at work. 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:

  1. Costs in retirement
  2. Your retirement savings (the State Pension and your workplace pension savings)
  3. Taxation and scams
  4. 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.

Register

 

 

Join RetirementMatters

Find out more

The subscription-based service will allow you to offer financial education to your members/ employees in a one-year period. The general subscription starts from £2500+VAT for 25 delegates. Bespoke solutions are also available.

Our team would be happy to assist you and answer any questions you might have to find out if this is the right programme for you. Get in touch below.

Get in touch
PMI Crest

Making a difference

Our team

  • Approved by
    Approved by
    Pensions Management Institute
  • Supported by
    Supported by
    WEALTH at work