This masterclass offers a different approach to retirement planning by moving beyond a general overview and focusing on 10 key planning areas with actionable outcomes. The planning areas are:
This masterclass provides insights and understanding on the actions individuals approaching retirement (within five years) should be looking to take. It will also dispel some of the common myths around pensions, cutting through to what it means to you.
When you book your place you will be eligible for a free, no obligation one hour financial planning consultation with Mazars Financial Planning.
James Robinson, Chartered Financial Planner, MazarsJames is a Chartered Financial Planner and Fellow of the PFS, responsible for leading the Financial Planning team in London. His achievements have been recognised by Citywire Magazine four years in a row, being named one of the ‘Top 35 Next Generation Advisers’ 2017-2020. 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, helping them to maximise family wealth and meet clients’ objectives.
Olivia Bucher, Financial Planner, MazarsOlivia joined Mazars in 2019 as a Financial Planner 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.
ICAEW members and non-members are welcome to join. For more information about the Personal Financial Planning Community and to join free, please click here.
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.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
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