Financial Planning for the Future

Age NI is offering a Financial Wellbeing session. The Financial Wellbeing session is to support and advise on how much money you will need for retirement and to help you understand your pension and the legal issues to consider in later life. The career planning session will help you explore your options and help with decision making.   

You must be aged 50 years or more to be eligible to attend.   

The financial session will cover: 

• How much money you need in your retirement and understanding types of pensions. 
• 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). 

When: Thursday 7 November 2024 from 10.30am - 11.45am 

To reserve your place email mindyourself@serc.ac.uk