We are pleased to invite all local Teachers to our expert Teacher’s pension scheme seminar being held at the lovely Park Royal Hotel on Wednesday 29/05/2019.
Take some time away from the hectic classroom in term break to figure out important questions like – “When can I retire?”, “Do recent pension changes impact me and if so how”, “What about my loved ones?”.
We have our resident “Teacher’s pension expert” Alexander Barnes from AJ Barnes Financial Planning on the day talking us through the finer points about the Teacher’s pension scheme, how best to save for retirement and generally how to make sure you are getting the most from the scheme.
Joining Alexander will be Heather Lally from the prestigious Warrington law firm FDR Law who is an expert in Wills, Lasting powers of attorneys and probate issues. Heather will be discussing these areas in more detail, how to have an effective estate plan and how to protect your assets for your loved ones effectively.
With over 30 years of experience between them the event will be designed to be interactive and informative for all attendees and is complimentary to all that attend.
The event will be hosted from the Park Royal’s “Willow Room” and complimentary refreshments will be laid on.
Topics being covered will be: -
• An overview of your pension scheme
• How and when to apply for your occupational pension
• Retirement options
• How to obtain a larger tax-free lump sum
• Phased retirement
• Working beyond normal retirement age
• Early retirement
• Lump sum investment options
• State pension
• Lasting powers of attorneys
• Probate issues
The session which will include an open Q&A at the end as well as an opportunity to speak 121 with the experts.
Places are limited so please book to avoid disappointment.
“You help our next generation prepare for their future, let us help you prepare for yours”
- Type: Panel
- Category: Finance
- Sector: Education and Training