Close Brothers being used for Financial Education Programme

The University of Warwick Pensions Team have engaged Close Brothers to provide pre-retirement seminars as part of its financial education programme to assist employees at the University.

Close Brothers have been delivering workplace financial education for over 50 years and is trusted to deliver fully holistic from hire to retire services to over 450 of the UK’s best known organisations. They are a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. They are a FTSE250 company, employ over 3,000 people, principally in the UK, and are listed on the London Stock Exchange.

The pre-retirement seminars can either be a whole day face to face event, or they can be hosted virtually. Pre-recorded videos covering the following topics will be made available to employees who book onto the webinars through the Virtual Retirement Hub:

• Planning a positive transition
• Adapting to a different lifestyle
• State entitlements
• Will and Estate planning

A live webinar will be available for employees to attend covering the topic “Financial planning for retirement” on the following date:

Wednesday 11th September 2024 10am to 12pm

Alternatively face to face whole day events will be taking place on the following dates:

Wednesday 5th June 2024 - 9am to 5pm - Warwick Conferences
Monday 9th December 2024 - 9am to 5pm - Warwick Conferences

Numbers are limited, so you will need to register at the following link.

The examples and information provided by Close Brothers is strictly for illustration purposes only and should not be treated as financial advice. The information they provide is used to demonstrate different scenarios which may apply and is being provided as part of the financial education programme. If employees are unsure of what decisions to make about their own financial situation they may wish to seek independent financial advice.

 

Close Brothers Disclaimer

The material is intended for you and must not be shared with anyone either inside or outside your organisation without prior permission from ourselves.

This material is for information purposes only. It is not intended to be relied upon to make any investment decision. Although the information herein has been obtained from sources believed to be reliable, neither Close Brothers Asset Management or any of its employees guarantee its accuracy, completeness or fairness. The most recent data has been used where possible. Except in so far as liability under any statute cannot be excluded, no member of Close Brothers Asset Management accepts liability (whether arising in contract, tort or negligence) for
any error or omission in this document.

The information contained in this presentation is believed to be correct but cannot be guaranteed where data is sourced from third parties. Opinions constitute our judgment as at the date shown and are subject to change without notice. This document is not intended as an offer or solicitation to buy or sell securities, nor does it constitute a personal recommendation.

• Past performance is not a reliable indicator of future returns.
• No investment, or investment strategy, is without risks. The value of investments will go up and
  down and clients may get back less than invested.
• Any tax benefits depend on individual circumstances. Tax rules are subject to change.

Unless otherwise stated, the source of all information or figures is Close Brothers Asset Management.