Date/Time
Date(s) - Friday, 06/09/2019
9:00 am - 12:15 pm

Location
Riverside House, Newburn

Categories No Categories

Available Spaces
3

Following the success of the pre-retirement seminars arranged last year, Affinity Connect have agreed to providing 2 more seminars and are open to anyone considering retirement within the next three years.

The seminars will cover the following:

Changes to your lifestyle

What does retirement mean for you?

What work gives you?

Changes in the use of your time

Making the most out of retirement

When can I retire?

Expenditure in retirement

Can you afford to retire?

Changing income needs

State pension and benefits

State pension ages

The new state pension

Other age related benefits

Workplace pensions

Defined Benefit schemes

Defined Contribution schemes

Retirement ages

Choices on retirement

Inflation

How inflation can erode the value of money

Life expectancy

Savings and Investments

Risk and return

Personal Taxation

Income tax

Personal savings allowance

Tax free dividend allowance

Capital gains tax

ISAs

Estate Planning

Inheritance tax

Wills and intestacy

Lasting Power of attorney

Long Term Care

Financial assessment

 

Please note:

NECS is not responsible for any advice nor are they recommending the services of any financial advisory organisation. Advice can be provided by my wealth, following a guidance telephone call. Affinity Connect is a trading name of Affinity Connect Limited a member of the Wealth at Work group of companies. Registered in England and Wales No. 04256854. Registered office: 5 Temple Square, Temple Street, Liverpool L2 5RH.

WEALTH at work and my wealth are trading names of Wealth at Work Limited which is authorised and regulated by the Financial Conduct Authority and is a member of the Wealth at Work group of companies. Registered in England and Wales No. 05225819. Registered Office: 5 Temple Square, Temple Street, Liverpool L2 5RH. Telephone calls may be recorded and monitored for operational and training purposes.

Venue:

The Board Room, Riverside House, Goldcrest Way, Newcastle upon Tyne NE15 8NY


Bookings are closed for this event. If you are NECS staff but are unable to book onto the course, please email us at NECSU.learning@nhs.net.