about retirement can be exciting, but can also be very daunting. There may
be more questions than answers and planning for your longest holiday takes care
Financial Planning Ltd are offering ‘Nearing retirement’ seminars which give an
overview of the key concepts and strategies to think about. There will
also be time to ask questions and of course the capability to arrange a one to
one-hour seminar will also provide you with an overview of different pension
1 December – 9.30am to 10.30am
2 December – 9.30am to 10.30am
- Thursday 3
December – 9.30am to 10.30am
book on a seminar or request a 1:1 appointment, contact Lee Conlan, Head of Reward.
financial planning appointments
never too late or too early to start planning for the future. Tilney also offer
individual appointments covering a range of topics including:
I making the most of the available tax allowances and reliefs?
I going to run out of money in later life or can I spend more now?
can I protect my savings from rising inflation?
1:1 will be an informal initial meeting where Tilney will advise whether it
would be appropriate to seek further advice. These meetings will last
around 45 minutes and are free – however, should you wish to proceed further
you will be responsible for any of the associated costs that you may
incur. Any advice provided is outside the responsibility of the University
and any resultant contract that you may agree as an individual will be
exclusively between yourself and the financial planner.
you would like to book a session, email Lee Conlan with your
preferred date and time. Tilney will then contact you via email to arrange
a telephone or video call.