In this workshop with Mazars, learn how to navigate the world of pension options, annuity rates, investment volatility, interest rates and answer questions like: When can I retire? How much do I need to retire? How should I structure my income and expenditure in retirement?
This highly practical and dynamic 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 for your future and your loved ones. The sessions will be adapted to address key issues raised by participants but will answer the fundamental questions:
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.
James Robinson, Chartered Financial Planner, Mazars Financial Planning LtdJames is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute. His focus is building lasting relationships with clients, developing holistic plans to suit the varying needs of business owners and private individuals. His achievements have been recognised by Citywire Magazine five years in a row, being named in the ‘Top 35 Next Generation Advisers’ 2017-2021. He was also runner up in the FT’s UK-wide Money Management Award for Multi-Asset Planner of the Year 2018.
Jennifer Massey, Chartered Financial Planner, Mazars Financial Planning LtdJennifer is a Chartered Financial Planner providing independent financial advice to help individuals, families and their businesses achieve their financial goals. Her expertise include building & managing wealth, pension & retirement planning, financial protection, tax & estate planning. Jennifer first joined Mazars in September 2015 as part of her degree and returned in September 2017 after graduating from the University of Surrey with first class honours in Economics.
George Lagarias, Chief Economist, Mazars UKGeorge joined Mazars in 2016 and is currently the Chief Economist at Mazars Wealth Management, based in London. George has 15 years’ experience in financial markets as an analyst, investment strategist, economist and fund manager. He has worked for British asset managers EFG and Close Brothers as well as Greek wealth managers Alpha Bank, Eurobank and Marfin.
ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this event could contribute up to 3 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.
A copy of the conference booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.
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.
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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