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Recorded on 5 May 2021, this webinar outlines the benefits of planning ahead for your retirement, and how we can help you.
In this short webinar, EQ’s Chartered Financial Planners – Katharine Lindley and Matt Lewis, explain the importance of tailoring your savings to your life plans and goals, understanding your various sources of income, making your money last, and more.
Register to download the webinar slides.
Click here to download the slides.
What are your life goals, and how do they align with your expenses?
What do you expect from a comfortable retirement? What do you hope to do?
We go through the various sources of income you may have, such as final salary pensions, the state pension and ISAs.
How can you budget relative to your own income and savings? What about unexpected expenses?
The webinar is approximately 30 minutes long, followed by a Q&A session.
Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider as you think about this transition and find the best way to fund the retirement you want:
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