Event Details
Retirement Planning Workshop (London)

Retirement Planning Workshop (London)

£35.00 + VAT
Available
In Person
London
Personal Financial Planning
Sep
23
Tue
09:00
-
15:00 BST
Schedule Type Title: Weekdays
Schedule Description: Walk away with practical tips you can immediately action if you are approaching retirement, or have recently retired.
Sessions: 1
Session Hours: 6.00
CPD hours: 5.5 hours
Chartered Accountants Hall
1 Moorgate Place
London, EC2R 6EA

Description

Walk away with practical tips you can immediately action if you are approaching retirement, or have recently retired.

Book here
Date and time Location
23/09/2025 09:00 - 15:00 GMT Chartered Accountants Hall

Event information

Be part of a practical workshop, in partnership with Forvis Mazars, designed specifically for those approaching retirement or who have recently retired (~5 years). Recognising your retirement aspirations is an important initial move, yet it is even more essential to determine if you possess the resources to achieve your retirement plans.

In this workshop, we will delve into the four essential topics:

  • Pre-retirement: gaining insight into your savings and the necessary last-minute strategies.
  • At-retirement: exploring the various choices that come with retirement, along with the latest regulations.
  • Investing during retirement: understanding how investment strategies shift from those before retirement.
  • After retirement: examining the evolving rules around pension death benefits and grasping the concept of sustained financial well-being in the long term.

Participating in this event offers you tailored advice, engaging educational experiences, and in-depth explanations of intricate subjects. Given the complexities involved in retirement planning, attending in-person allows for direct enquiries and on-the-spot answers from passionate financial advisors. Altogether, these elements greatly improve your retirement preparation, equipping you with a solid foundation for this upcoming phase of your life.

Key takeaways

  • Take away actionable tips you can start using right away.
  • Learn about the various options for drawing pension income.
  • Demystify the complexities of different pension types.
  • Discover how much you’ll need to achieve your retirement goals—and when that might be possible.
  • See how cashflow modelling can support your retirement spending plans.
  • Understand how to align your investment strategy with your retirement objectives.

When you book your place you will be eligible for a free, no obligation financial planning consultation with Forvis Mazars Financial Planning.

About the speaker

James Robinson, Private Client Director, Forvis Mazars
James is a Chartered and Certified 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 the CISI, winning the 2022 awards for the CFP exam & case study. Citywire Magazine named him in the ‘Top 35 Next Generation Advisers’ 2017-2021.

CPD hours

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 5.5 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.

Costs

RateCost
ICAEW Member£25.00 + VAT
Non-Member£35.00 + VAT
Retired MemberNo Charge
Life Member£25.00 + VAT
Affiliate Members£25.00 + VAT

In partnership with


 

 

Forvis Mazars is a leading global professional services network operating under a single brand with just two members: Forvis Mazars, LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.   Forvis Mazars in the UK spans 14 offices across the nation and has over 3,300 professionals, with 170 partners.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

ICAEW's terms and conditions for events

Programme

Please note that the programme is subject to change

Time Session
09:00 Registration and refreshments
09:30 Welcome
09:35 Assessing your financial readiness for retirement
Many individuals question whether their savings are sufficient to retire comfortably. In this session, we’ll show you how to establish your retirement goals and the income needed to fulfil your aspirations. We’ll examine your allowances for building retirement provision, and start exploring pension income options by focusing on secure income options.
11:00 Break
11:15 Planning your retirement finances
We’ll explore the various drawdown strategies for utilising your pensions during retirement. Moving onto how you should be managing your investments in retirement, and how this differs from your working years. 
12:30 Lunch
13:30 Pension death benefits and cash flow planning
Pension death benefits has become a real focus of financial planning, with pensions due to be part of the IHT estate from April 2027. We’ll provide an overview of the death benefit options with pensions and what you can do to mitigate this charge. We will then cover the essentials of how you can get a real understanding of your financial security by using cash flow forecasting. Allowing you to make informed decisions on your retirement and wider financial plans.
15:00 Event close

Testimonials

Retirement Planning Workshop (Leeds) delegates, May 2025

"A really interesting workshop – I wasn’t sure how it could last so long and whether it was going to be pitched at audit partners or wealthy businessmen. Actually it was completely accessible and very relevant to more modest pension funds. The speakers were very well informed, engaging and passionate about their subject. There was no hard sell involved and plenty of tips for those who would not choose to engage a financial planner or might want to use a different service provider."

"This was a really good event, very informative and really helped to understand the complexities around the various types of pensions and choices to consider. Helpful that it was a small audience and informal so that we could ask questions."

"It was very practical with points to check and follow up."

This event requires participant information to register. Please login and/or fill in the participants information.
Back
Basket
Item(s) £0.00
Grand Total £0.00
Powered by Configio