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Close Brothers Financial Planning for Leavers Webinar
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