Listen in as Rebecca Williams, Financial Planning Divisional Lead, and Jane Sydenham, Senior Investment Director, explore how to make the most of your retirement savings once you're in them.
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Staying in control throughout retirement
Listen in as Rebecca Williams, Financial Planning Divisional Lead, and Jane Sydenham, Senior Investment Director, explore how to make the most of your retirement savings once you're in them.
This recorded webinar offers insight into sustainable income planning, investment strategy, and the key decisions facing people already in retirement.
With longer retirements, rising care costs, and significant changes in pension inheritance tax rules, staying in control of your finances have never mattered more.
In this retirement planning webinar, Myron Jobson is joined by Rebecca Williams and Jane Sydenham to unpack the realities of pension decumulation. From the emotional shift of moving from saving to spending, to managing sequencing risk, drawdown strategies, later-life costs, and the upcoming inheritance tax changes - they explore how to keep your plan on track as life evolves.
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59 mins
Tax planning: Making each pound work harder
The UK tax system continues to evolve, and many people are feeling the impact. In our recent webinar, Myron Jobson spoke with Olly Cheng about the key changes shaping personal finances today, and how early, thoughtful planning can help you stay in control.