Mid-career financial planning seminar
Usually delivered over half a day, this seminar builds on the
knowledge gained during the financial capability seminar. It’s
designed to help your staff effectively plan for the future,
including planning for retirement.
The seminar consists of three main elements:
- Looking at what financial provision has already been made,
including a refresher on pensions and the income and benefits they
can provide
- Examining existing commitments, including mortgages, and
looking at ways of saving money
- Planning for the future, potential investment risks and
rewards, and how to choose the best products and providers
All seminars can be tailored to meet the requirements of your
force, and can be included as part of an existing training
event.