• Explore changes in lifestyles.
• Identify where income is expected to come from and how it is taxed differently in retirement.
• Understand the State Pension and different types of workplace pensions.
• Learn about the risks and reward involved in savings and investments.
• Discover why increased life expectancy escalates the dangers of inflation and how to combat it.
• Find out how to ensure your estate is passed to your intended beneficiaries.
• Understand Inheritance Tax.
• Understand the next steps and where to receive further guidance and regulated financial advice.

Key aspects covered in the session

• Income needs in retirement
• Changes to lifestyle in retirement
• The State Pension
• Workplace pension savings
• Other savings and investments
• Inflation
• Tax allowances
• Next steps and further guidance
• Estate Planning