Assist employees approaching retirement with professional advice and guidance

TAILOR MADE WORKSHOPS

From one-to-one meetings to interactive, small group sessions with 5-10 attendees.

EDUCATE TO EMPOWER

With expert knowledge at their fingertips, your employees can make active decisions about their future.

QUALIFIED CONSULTANTS

All of our engagement consultants are DipPFS qualified and Approved Persons on the Financial Services Register.

We aim our interactive workshop at members of employer-sponsored pension schemes, offered either as a standalone service or in combination with our workplace engagement presentations.

The session covers:

  •  Options for drawing pension benefits and how it works alongside the state pension scheme.
  • Current market trends such as the contraction of the annuity market and the rise of flexi-access drawdown as the new default retirement strategy.
  • Technical concepts such as safe pension withdrawal rates and life expectancy.
  • Pension calculator tools and demonstrating the providers’ online portals.
What our clients say
It was very informative on the options open to me as I approach retirement age. It was also useful to see what options I have to change the investment strategy and give me an idea of the pot size I will require. 
Neil Stratton-Symes - White Oak 

To book your retirement workshop

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