Events

At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Thursday 4 November 2021, 9.30am - 11.00am

Understanding Retirement for HR Professionals

Caption: Our session hosts, Roger Jackson and Ruth Power

Our tailored course helps HR professionals understand how the retirement life stage can be managed to the benefit of both the employee and the employer. Age discrimination laws can make it quite challenging for businesses to make workforce plans, but understanding retirement from the employee's point of view can aid workplace discussions.

We have over 30 years of working with individuals to plan for retirement, helping manage their money into later life as well as working with employers to manage their group pension schemes.

About the session:

This Zoom session is aimed at HR Professionals and Employment Solicitors with the aim of starting a meaningful conversation with employees and will be hosted by Ruth Power (FMB Director) and Roger Jackson (FMB Director of Financial Planning).

The key points covered in this session:-

  • Employment legislation overview around retirement
  • Employees common concerns
  • Saving for retirement
  • Funding retirement
  • Scenarios and case studies
  • Financial Wellbeing

How to book your place:

If you would like to join us for this FREE Zoom event, book your tickets here. We are limiting places to 15 people to enable easier interaction so be sure to book yours early to avoid disappointment.

Check out our complete list of forthcoming events.

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Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
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