Event information

Learn how to navigate the world of pension options, low annuity rates, investment volatility, low interest rates and answer questions like: When to retire? How much do I need to retire? How will my income and expenditure look in retirement?

This highly practical and dynamic three-hour virtual workshop will walk you through the steps to take and considerations to keep in mind as you approach retirement, at the point of retirement and then once in retirement. It will also illustrate the tools available to help you make the right financial decisions your future and your loved ones. The sessions will be adapted to address key issues raised by participants but will answer the fundamental questions:

• How to quantify what I need to retire on
• What steps can I take to meet my retirement goals
• What planning opportunities and pitfalls do I need to be aware of
• How to manage my pension funds when I’m drawing an income from them
• How to pass assets on once I’m confident I have enough for myself

Get top tips from industry professionals about the numerous pension options available, different investment strategies and financial modelling that can give you greater confidence in your ability to meet your needs in retirement.

Places are limited to ensure you will have ample opportunity to interact with the speakers and get the guidance you need.

When you book your place you will be eligible for a free, no obligation one hour financial planning consultation with either Mazars Financial Planning or Smith & Williamson.

Costs

ICAEW members and non-members are welcome to join. Please click here to join the ICAEW Personal Financial Planning Community free online.

In partnership with

Programme

N.B. Please note the programme is subject to change.

About the speakers

Luke Brooks, Director, Smith & Williamson
Luke joined Smith & Williamson in 2005 after attaining the Advanced Financial Planning Certificate (AFPC) qualification with Kingston Smith Chartered Accountants. Luke is a Director in the Personal Financial Planning team and advises partners of law firms, entrepreneurs, sports professionals and other private clients on their financial planning needs, specialising in pension funding and retirement planning. Since joining Smith & Williamson Luke has completed the Advanced Diploma in Financial Planning and was granted Chartered Financial Planner status in 2007 following distinctions in several of the exams, including Pension Funding Options, Investment Planning and Pension Planning.

James Robinson, Chartered Financial Planner, Mazars Financial Planning Ltd
James is a Chartered Financial Planner, with the Advanced Diploma in Financial Planning. His achievements have been recognised by Citywire Magazine two years in a row, being named one of the ‘Top 35 Next Generation Advisers’ 2017 and 2018. He was also runner up in the FT’s Money Management Award for Multi-Asset Planner of the year 2018. James’s focus is building lasting relationships with clients, piecing together previously disparate circumstances to maximise family wealth and meet clients’ objectives. His areas of expertise include planning for retirement, estate planning, tax planning and investment allocation. This includes working with business owners, as James is a member of the Entrepreneurial Business team at Mazars LLP.

Olivia Bucher, Financial Planner, Mazars
Olivia joined Mazars in 2019 as a Financial Planners in the Sutton office where she looks after private clients and owner-managed businesses in in the areas of pension and retirement planning, investment planning, protection and tax planning strategies. She holds the Investment Advice Diploma and Chartered member status with the CISI. She is currently working towards also achieving Chartered Financial Planner status with the CII.

Olivia enjoys taking time to understand her clients and what’s important to them and providing quality advice to help them build, grow and preserve their wealth, leading to long-standing relationships. A personal highlight for Olivia was being a Finalist at the Women in Investment Awards 2017 in the Change Excellence category by the Investment Week magazine, as well as being a Finalist for this years’ Women in Financial Advice Awards 2020 for the South East.

Nicholas Scarborough, Associate Director, Smith and Williamson
Nick joined Smith & Williamson on the accountancy side in 2010 as part of the graduate scheme. Having qualified as a Chartered Accountant, he switched to Investment Management and works closely with individuals, families, pensions and trustees, managing a wide range of risk parameters and investment objectives. He also leads the research teams for Food & Staples Retailers and UK Smaller Company collectives, as well as assisting on the S&W AIM Portfolio Service team.

Nick is an Associate of The Institute of Chartered Accountants in England and Wales and a Chartered Member of the Institute for Securities & Investment.

In partnership with

Mazars is an international accounting and advisory partnership with offices in 73 countries around the world and 14,000 professional staff globally. Within the UK Mazars LLP are ranked 8th by audit fee income. The Mazars Private Client team offers a full range of services to families, business owners, trustees, entrepreneurs, high net worth individuals and non-UK domiciliaries. The team blends skills from across our financial and tax planning professionals, into an integrated, client focused offering. As a result, we have a wealth of experience dealing with, personal tax, wealth management and pension issues.

Smith & Williamson is a leading financial and professional services group providing a comprehensive range of investment management, tax, financial advisory and accountancy services to private clients and their business interests. The firm’s c1,800 people operate from a network of 12 offices: London, Belfast, Birmingham, Bristol, Cheltenham, Dublin (City and Sandyford), Glasgow, Guildford, Jersey, Salisbury and Southampton.