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mercer pre retirement seminar

Contact: Steve Langmead
Tel: +44 (0)20 7178 3511

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Mercer pre-retirement seminar - 'Finding your way through the retirement maze'

Last updated: 4 March 2010

 

  

ABOUT THIS EVENT
Who should attend
Why attend
Topics
Next steps
Contact us

Retirement can be a confusing time and many individuals find they are unsure of how to prepare and worried about how secure their future is. With the right support, however, retirement needn’t be such a daunting issue.
 
Mercer’s pre-retirement seminar ‘Finding your way through the retirement maze’ helps companies support employees approaching retirement in a cost-effective manner.

 

Delivered by experienced consultants, the seminar offers employees an educational overview of the pressing issues they will face and offers interactive and engaging activities to help them apply what they are hearing to their personal circumstances.

Who should attend

This educational seminar is designed for individuals who are nearing retirement. Corporate sponsors who would like to know more are also welcome to attend.

Why attend

Steve Langmead, a senior associate involved in employee education programmes at Mercer says, "We need to help people make fully informed decisions for themselves. Things are changing and people might not be aware of all the options open to them."
 
It is important that individuals are financially aware, but they also need to be prepared socially and personally for the huge lifestyle change they are facing and a section of the seminar is dedicated to health and well-being.
 
"Most people spend their entire working lives trying to build a financially secure retirement. They naturally want to get the most out of it, so being happy and healthy is the most important thing they can get right." Steve says.

Topics

Lifestyle

  • Retirement experiences and staying healthy in retirement
  • Budgeting/expenditure analysis
  • Long term care

Taxation

  • Inheritance Tax planning
  • The use of trusts
  • Income and Capital Gains Tax

Pension

  • Tax-free cash options
  • State pension entitlements
  • Past pension benefits

Investment strategies

  • Establishing a risk profile
  • Overview of the different investment classes
  • Working with an adviser

Next steps

Mercer will hold its next pre-retirement seminar on 16 April 2010 in its London Tower Place offices. There is a small cost per delegate for this seminar as detailed on our pdf booking form. Employers can book places for their employees or find out more by contacting Steve Langmead on +44 20 7178 3511.

 

For organisations that would prefer to offer their employees a more bespoke seminar, we can also offer a more tailored approach and on-site delivery.

 


Please note: We present our events for our clients, potential clients, and other interested parties, but we reserve the right to exclude employees of competitor firms. Please register for this event using your corporate e-mail address.

 


Issued in the United Kingdom by Mercer Limited which is authorised and regulated by the Financial Services Authority. Registered in England No. 984275. Registered Office: 1 Tower Place West, Tower Place, London, EC3R 5BU.

 

Contact: Steve Langmead
Tel: +44 (0)20 7178 3511

Event details

Pre-retirement seminar

 

16 April 2010

 

Mercer Limited

Tower Place

London, EC3R 5BU

UK

 

Booking form (PDF)



How Mercer can help

For further information on Mercer’s pre-retirement seminars, please contact:

 

Steve Langmead

+44 20 7178 3511

E-mail

 

Document Download our Pre-retirement Seminar flyer (PDF)


Invite your employees to this event with our easy-to-use e-mail invitation

 

Request template



 

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