Planning For The Future - Support Staff
This is a past event
Pre-retirement agenda meeting for support staff who are members of the UASLAS Pension Scheme
The seminar includes advice on:
Money Management
- Budgeting in retirement
- Changes in income and expenditure
- Repaying debt
- How to use income and capital
- Understanding and combating the effects of inflation and increased life expectancy
Investing in Retirement
- Investment principles for income and growth
- Emergency funds
- Banks, building societies, property, gilts, shares
- Asset Allocation
- Planning a portfolio
- Making your money last
- Managing and reducing investment risk
- Ethical investment
- Using cash to protect your investments
- Guaranteed investments
Legal Issues & Estate Planning
- Wills - ensure your wishes are met
- Power of attorney - retain control of your assets
- Long term care - minimise the cost
- Inheritance tax - minimise the cost
Thinking about the future
- Making a start - an action plan
- Professional advice - what to expect
Book a place