Age NI Reviewing Finances Session

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04 November 2021

This session via MS Teams will be offered by AgeNI will allow you to take stock of where you are now and where you want to be in later life.

This session via MS Teams will be offered by AgeNI will allow you to take stock of where you are now and where you want to be in later life.

Wednesday 10th November 2021 at 3.00 pm to 4.30 pm

You must be aged 50 years to attend.

The event will cover:

  • How much money do you need in your retirement
  • Understanding types of private pensions – Defined Contribution Pension and Defined Benefits Pension
  • Your state pension – how many years contribution you need, how to access what your state pension is worth and the impact of opting out of the state pension.
  • Tax rates and the impact on drawing down a pension
  • Loans and interest rates
  • Budget planning and Debt/APR rates
  • Legal issues to consider in later life – Enduring Power of attorney, Will and Living Will (End of life Will)

To reserve your place on the session email mindyourself@serc.ac.uk and you will be sent the joining link.

 


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