Friday 7th February 2020
1pm – 3pm, B21, Beacon Place, Victoria Offices, Station Approach, Victoria, Roche, PL26 8LG
Free of charge for all staff in CAPH member schools
After much interest, we have booked Sonja Selby, a pension specialist with Milsted Langdon Financial Planning, to run another Retirement Seminar on Friday 7th Feb 2020. Many of you may know Sonja from her previous seminars.
These sessions are designed to help you plan for your retirement whilst helping you understand how to get the best out of the pension scheme and how you can take your pension when the time comes such as Flexible and phased retirement.
The session will also cover specific retirement planning areas such as budget planning, and managing your money going forward.
It will help you understand your options in respect of accessing your pension and help answer some questions such as;
In addition, all attendees will have the opportunity to speak to Sonja individually about their own personal circumstances at no cost and without obligation (at a later date – time to be arranged direct with Sonja) should they so wish.
During your consultation Sonja could cover area’s such as;
Sonja has over 10 years’ experience dealing with both the Teachers and Local Government pension schemes, and looks after many clients, the majority from public sector backgrounds, helping them make sensible decisions on a range of financial matters.
If you are unable to attend this seminar but would still like to make an appointment with Sonja, she can be contacted via email@example.com or 07887 765 877.
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