Webinar: Retirement issues and why Trustees should provide financial education with access to advice

Wednesday 24 March 2021


Employers and Trustees recognise that for those pension scheme members nearing retirement, it is important that they understand their retirement income options. This is especially important given the events of the last 12 months. There is no doubt employers and Trustees can play a key role but it can be difficult to know where to start.

This event will discuss the legal and regulatory obligations in providing retirement financial education, guidance and regulated financial advice. It will also provide real client insight, demonstrating how one scheme has chosen to support its members and will share the results of the programme including how it improved member engagement at retirement. Join Emma Martin, Mark Hewitson (WEALTH at Work) and Chris Parrott (PMI) to discuss these issues.

By joining this event you can claim 1 hour of CPD under the PMI CPD scheme.

Register here to reserve your place.

Programme


10.00am  Webinar commences

11.00am Webinar ends