EQ Individuals | On-demand webinar | Planning for retirement

Home

Individuals

EQ Hub

On-demand webinar |...

5 June 2021

2 min read

On-demand webinar | Planning for retirement

Recorded on 5 May 2021, this webinar outlines the benefits of planning ahead for your retirement, and how we can help you.

Katharine Lindley,

Head of Advice & Chartered Financial Planner

Retirement Planning

What’s your plan for retirement?

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.

In this webinar:

How long does my money need to last?

What are your life goals, and how do they align with your expenses?
What are your needs and goals?

What do you expect from a comfortable retirement? What do you hope to do?
Income in retirement: Secure and flexible sources

We go through the various sources of income you may have, such as final salary pensions, the state pension and ISAs.
How much can I afford to draw?

How can you budget relative to your own income and savings? What about unexpected expenses?
Q&A

The webinar is approximately 30 minutes long, followed by a Q&A session.

Know your options at retirement

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.

Retirement Planning

Katharine Lindley

Head of Advice & Chartered Financial Planner

I started my career in financial planning in 1998 and joined EQ Investors (EQ) in 2005. During my time in the industry, I’ve gained a wealth of experience and technical knowledge. I’m experienced in all aspects of financial planning and a specialist in pensions and retirement planning. I know the importance of giving clear financial planning advice and adapting to changes in circumstances, goals, legislation, and investment markets. Every client is unique, and it takes empathy, clear communication, and long-term commitment to build trust. I provide personal service and enjoy collaborating with clients to fully understand their values and financial goals and create a clear plan to achieve them. I hold the following qualifications and accreditation's: • Chartered Fellow (Financial Planning) of the Chartered Institute for Securities and Investment. • Chartered Financial Planner of the Personal Finance Society. • Fellow of the Association of Taxation Technicians. • UK Associate member of the Chartered Institute of Tax Taxation. I’ve worked in a range of organisations, from a ‘big four’ accountancy firm, to corporate advisory, and financial planning and wealth management. As my career has progressed, I much prefer working in a smaller business where it’s possible to adapt and change. I enjoy working at EQ. We have a strong financial planning team and are supported by excellent technical and administrative colleagues, all working together for the benefit of our clients. As Head of Advice, my role is split between advising a wide range of clients and supporting the financial planning business to deliver an excellent service. Outside of work, I live in South Croydon and I’m adapting to ‘empty nest’ syndrome now our daughter is studying at the University of Leeds. I’m a member of a local ladies walking group and enjoy being outdoors. I also love music of all shapes and forms; I sing with the Croydon Philharmonic choir and enjoy live music, I’ve volunteered for the Association of Taxation Technicians (ATT) for 20+ years. During this time, I’ve been a member of various steering groups, chair, charitable trustee, and honorary treasurer. I currently sit on the Financial Steering Group and represent ATT in technical pension discussions with HMRC and HM Treasury and I’m a member of HMRC’s Pensions Industry Stakeholder forum. I was editor of the Claritax Pensions Tax Guide from 2021 to 2025.