Retirement planning conferences can be tailored to meet individual needs and will only be as formal or informal as required. These sessions will be both interactive and educational with the aim of providing simple steps an individual can make to improve their retirement planning. These group conferences are often held in advance of individual sessions and aim to also drive engagement.
Our group sessions cover a wide range of topics including discussions around company pensions, state pensions, auto-enrolment, default investments, options at retirement and value for family following an individual’s death.