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    Home / Planning for your future: life…

    Planning for your future: life after employment

    How well is your team prepared for retirement? Our expert-led webinar programme simplifies retirement planning, giving employees aged 50 and above the confidence to plan for their future. 

    Since pension freedoms were introduced almost a decade ago, savers have enjoyed greater flexibility in accessing their defined contribution pots. While these changes unlock exciting opportunities for financial independence, they also bring complex decisions that require careful planning. In light of this, we’re pleased to present our updated pre-retirement webinar programme. Tailored for employees aged 50 and above, this series of four engaging webinars covers all aspects of life after employment.

    Explore the full webinar programme below.

    To purchase this webinar programme or learn more, email us at info@mattioliwoods.com or contact your employee benefits consultant today.

    Webinar 1 - Pensions and Retirement

    • What will your “Retirement” look like?
    • Understanding Pension Freedoms
    • Income options
    • The State Pension

    In this first webinar Adrian Firth will consider what our retirement might look like and what will we do to fill the time whilst we’re fit, active and healthy. It will also consider what the new pension freedoms are and how these transfer into planning income in semi or permanent retirement. Lastly, it will also look at the state pension and what you can expect to receive.

    Pensions and Retirement
    Health and Wellbeing

    Webinar 2- Health and Wellbeing

    • Positive health in retirement
    • Fit body / Fit Mind
    • Maintaining social connections and the need for stimulation
    • Choices and activities

    In this second webinar, Edward Watling will consider how best to plan ahead to our semi or permanent retirement by keeping an active mind and lifestyle. It will consider what measures we can take to ensure that we have a positive physical and mental attitude to our planning, how we can maintain our social connections and the choices we should consider when thinking ahead.

    Webinar 3 - Wills and Powers of Attorney

    • Why make a will?
    • Intestacy rules
    • Powers of attorney
    • Trusts, inheritance tax and legacies

    In this third webinar, Mark Redmond will consider why making a will is an important part of all our planning, both personal planning and financial planning. It looks at what happens if you pass away and there is no will in place, how wills can help you plan for the unexpected and will also look at why we should consider having a power of attorney in place.

    Wills and Powers of Attorney
    Income in Retirement

    Webinar 4 - Income in Retirement

    • Retirement income planning
    • Ways to increase income in retirement
    • Inheritance tax planning
    • Achieving the right mix of pensions, savings and investments

    In the fourth and last webinar in the series, Adrian Firth will review what we have learnt so far and look at additional financial products which might help us to create more tax efficient income in retirement. It will also touch on inheritance tax planning and how we might be able to achieve a better mix of pensions, savings and investments ahead of ending our employment.