Agenda - Your Pensions? Seminar
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Introduction
Reason for Seminar, Who we
are, Aims of Seminar, Ongoing Service
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Outline Pensions
Choices. Implications for Final Salary schemes
due to FRS17 & Minimum Funding Requirements etc.
- AVC Arrangements
Money purchase arrangements Added Years.
- Other Ways to Improve Income in Retirement
Stakeholder Pensions
You/Partner, ISAs, Investments and Regular Saving Plans.
- Taking your Pensions
Benefits explained, Use of Income
Drawdown/Phased Pensions, Open Market Options, Commute Pension-Lump Sum.
- Annuities what are they?
Rates explained, Life Expectancy, Male -
Female rate differences.
- Help in the Future
Benefits of seeking Best Advice.
- Summary
Highlight main Issues, Take Questions
- End
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