Events

At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Thursday 14 October 2021, 2.00pm - 3.30pm

Retirement Readiness Workshop

We often run workshops for large employers who often have a number of employees approaching retirement. However, many smaller firms don't have the numbers of relevant staff to make this a viable option. This FREE session is designed with smaller businesses in mind to enable their employees to access the same level of support. To ensure that the content is relevant, we ask that any delegates are within 2 and 10 years from retirement.

Although our online workshop will be made up of people from many different firms, they will all share the same goal; to achieve a successful and financially secure retirement. We've found these events to work really well online as it eliminates travel time and makes it accessible to everyone who might be spread out across the county. We are a local company with a 30-year track record, so employees know who we are and trust our knowledge.

Our Director of Financial Planning, Roger Jackson will be delivering the workshop.

What will be covered:-

  • Tax and National Insurance
  • State benefits
  • Different types of personal and company pensions
  • Budgeting
  • Forward planning with cashflow modelling
  • Being prepared for life changes
  • Questions and concerns

To take away:-

  • Downloadable booklet, "Psychology of Retirement"
  • Follow up session with a Financial Planner

The benefits for Employers:-

  • Helping staff make decisions
  • Starting a conversation early to help you plan

The benefits for Employees:-

  • Peace of mind
  • Better financial outcomes
  • Taking control and being prepared
  • Psychological readiness

There is no charge for this workshop, so all you need to offer is the time for your employees to join us. Afterwards we will provide a follow up session for each delegrate where they get to spend an hour with a financial planner which you could also offer during the working day. In advance of the meeting we send an online questionnaire for our cashflow modelling software, so we can help with some basic planning and make the most of our time together.

You can sign up for your staff or direct them to this page to sign up for themselves.

What's in it for us? There is absolutely no obligation - often the information provided prompts action the delegates can undertake themselves. However, where more detailed planning and investment advice is required, we can of course help them with paid for advice.

We are using Trybooking to manage ticketing for this event. Please sign up here.

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
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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