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Title
Financial planning – ‘Nearing Retirement’ seminars and 1:1 financial planning appointments
 
Description

Thinking 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 and attention.


Tilney 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 meeting


This one-hour seminar will also provide you with an overview of different pension drawdown options.

  • Tuesday 1 December – 9.30am to 10.30am
  • Wednesday 2 December – 9.30am to 10.30am
  • Thursday 3 December – 9.30am to 10.30am

To book on a seminar or request a 1:1 appointment, contact Lee Conlan, Head of Reward.


1:1 financial planning appointments

It’s never too late or too early to start planning for the future. Tilney also offer individual appointments covering a range of topics including:  

  • Am I making the most of the available tax allowances and reliefs?
  • Am I going to run out of money in later life or can I spend more now?
  • How can I protect my savings from rising inflation?

The 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.


If 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.  

 

 







 
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