PMI Crest
PMI

RetirementMatters

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

Our next public course is taking place on 16 November 2021 at 12:30pm. More details coming soon

 

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.

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 offers a range of options from (virtual) classroom workshops and online seminars through to 1:1 guidance and digital content.

 

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
RetirementMatters training course: the fundamentals of retirement savings

RetirementMatters training course: the fundamentals of retirement savings

16 November 2021 at 12:30pm

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.

The educational seminar, 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:

  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 2.5 hour training session will be a live presentation via Microsoft Teams with the opportunity for Q&A. Limited number of spaces available.

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