The retirement specific seminar will provide a clear understanding of the issues people face approaching retirement, such as how to maximise pensions, how to cope with rising prices, ensuring pension funds do not run out, options for later life care as well as creating financial flexibility for retirement. It is aimed at those ten years from retirement, current retirees, professionals such as solicitors and accountants, as well as company managers looking to help prepare their staff for retirement.
The seminars will take place on tomorrow (March 19), at The Botanical Gardens, Edgbaston, at 10.30 or 2.30pm.
Speakers at the seminars will include Penny Lovell, Head of Private Client Services at Close Brothers, as well as Andy Cumming, Head of Advice. As well as providing insight from Close Brothers’ speakers, the seminars will be an open forum with plenty of opportunities for attendees to ask questions.
The Birmingham event forms part of a national programme of educational seminars being hosted by Close Brothers across eight UK cities including London, Edinburgh, Manchester and Leeds.
Patrick Haines, Regional Head of Advice, Close Brothers Asset Management said: “Long term financial planning has never been more important. This year is going to see the introduction of the most radical shake up to finances in retirement for a generation, giving prospective retirees unprecedented flexibility and options. At the same time, an increasing proportion of the population is liable for inheritance tax as the value of assets increase. With this in mind, it is crucial that people understand their situation, as well as the options open to them as they seek to meet their goals in retirement, or pass on their wealth to loved ones.
These seminars are designed to help meet the increasing need for education when it comes to financial planning, providing practical guidance on options and next steps for attendees.”