Event details

Description

With the ever changing financial environment and legislation it’s vital that you continuously review your financial goals to ensure that your future plans are still on track and that you’re progressing as planned. This workshop will therefore offer you the opportunity to assess your own finances against your future plans to support you in achieving your financial goals later in life.

What are the benefits?

This workshop will therefore offer you the opportunity to assess your own finances against your future plans to support you in achieving your financial goals later in life.

Topics covered include:

• Achieving saving goals with your University Remuneration Package
• Reviewing your current income and expenditure
• How to budget effectively
• Retirement goals and considerations
• Pensions
• Tax Efficiency
• Savings & Investments
• Estate Planning
• Seeking guidance and advice

Who should attend?

The workshops are aimed at individuals who are likely to have built up some pension and savings provision but need to ensure they are on track for their retirement goals.

Please remember to check your spam filter as the Teams link is usually sent the day before the sessions.