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Close Brothers Financial Planning for Leavers Webinar

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As not all employees will be of retirement age when they leave the University, to support these employees a webinar about “Financial planning for leavers” will also take place on Monday 7 September 2020. Again numbers are limited, so you will need to register at the following link.

What it covers

  • The need for planning
  • Budgeting, planning and effective use of voluntary leaver scheme lump sum
  • Decisions around benefits as a good leaver
  • Pension considerations as a preserved pension member
  • Planning for period of reduced/no income
  • Financial protections
  • Understanding the investment universe
  • Tax planning
More…

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