Retirement – Thinking Ahead

Would you like to feel in control and understand what actions you can take now to plan for a comfortable retirement? Retirement may seem a long way off, however nearly a third of all retirees researched by HSBC wish they had started funding sooner. This presentation reviews the pension funding options, the recent changes to how you can take your benefits and the potential value of a diversified portfolio of investments. This session will include topics such as: • Retirement forecasting • Company pension schemes • Tax efficiency of pensions • Income in retirement Please note: all sessions are hosted in webinar format with no cameras or microphones and therefore all attendees will be anonymous. No personal details will be shared with any third parties. Financial Health Check Available on Request: You can book an appointment with an experienced personal banker to go through a quick and easy 30 minute Financial Health Check, allowing you to ask any financial questions you may have. This complimentary service is available regardless of where you bank personally. To register your interest for a Financial Health Check, please opt in to receive a follow-up email and provide your phone number.