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My Retirement, - library.aviva.com · your retirement plans, we recommend you seek financial advice...

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My Retirement, my way . Helping you to prepare for your retirement.
Transcript

My Retirement,my way.

Helping you to preparefor your retirement.

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Why pre-retirement education is important

The key to experiencing a satisfying retirement is planning – preparing psychologically, physically and financially. Spending some time thinking about and planning a retirement can make people feel more confident about their next steps into the future.

Retirement is like a long vacation in Las Vegas. The goal is to enjoy it to the fullest, but not so fully that you run out of money.

JONATHAN CLEMENTS

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Our Financial Education Team has experience of

in the Financial Services Industry.

OVER

years337

Our sessions comprise of an informal and interactive half-day event delivered by one of our Financial Education Team, who will be supported by one of our in-house advisers. You will learn through sharing experiences and working through exercises with your colleagues.

Who should attend?Anyone who is 55 and over and starting to consider their retirement plans.

What’s the aim?Retirement is one of the most significant changes you will go through, financially and emotionally.

We will discuss the changes that will take place and educate you on how you can plan and prepare for these changes.

Our aim is to make your transition into retirement easier and to help you plan and prepare for that life change.

What’s covered? The main focus will be information about pensions and how to find out what retirees are entitled to. More specifically we will cover the following topics:

• Lifestyle

• Financial needs in retirement

• Retirement savings

• Personal taxation

• Next steps

Sign up now To see a list of dates and venues and to register your interest, please visit:

https://workplace.aviva.co.uk/my-retirement-seminars-booking-form/

employees across the UK22,000

for n

early

The nation-wide team is experienced and holds a range of industry qualifications.

The key to experiencing a satisfying retirement is planning – preparing psychologically, physically and financially. Spending some time thinking about and planning a retirement can make people feel more confident about their next steps into the future.

Retirement is like a long vacation in Las Vegas. The goal is to enjoy it to the fullest, but not so fully that you run out of money.

Aviva is one of the UK’s largest insurers

15 million U K c u st o m e r s

33 million customers

across 16 markets

EUROPE ASIAUK

About the day

IN 2018 we provided financial education

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Next stepsBefore you make any important financial decisions about your retirement plans, we recommend you seek financial advice to fully understand your options. The best person to help will always be a financial adviser, as they are able to give you advice tailored to your specific circumstances.

If you don’t have a financial adviser already and are interested in finding out more about financial advice, Aviva’s Financial Advice Support Team can help you decide whether financial advice is right for you.

If it is, they can put you in touch with one of our Aviva financial advisers or one of our carefully selected advice partners.

Call our Financial Advice Support Team on 0800 068 7360

Any product or service recommendations made by Aviva financial advisers will be for Aviva products and services only.

Aviva Financial Advice advisers offer

internally accredited

a face-to-face service

and industry qualified in your own home.

They are experienced,

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This was a well- paced informative, thought provoking and fun seminar. I will highly recommend this to my colleagues.DAVID WILSON

I thought this course was very useful although I did know quite a bit about my retirement options, I would certainly recommend this to colleagues if you run more of these. JAYNE DYER

This seminar was exactly what I needed as pensions are something I know nothing about and as I am mid 50’s I need as much help and assistance at this stage as possible. This was a very useful and professionally presented seminar - thank you. DAVID GLASGOW

Very informative put in an easy to understand way. JAMES CUNNINGHAM

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To see a list of dates and venues and to register your interest, please visit:

https://workplace.aviva.co.uk/my-retirement-seminars-booking-form/

I thought this course was very useful although I did know quite a bit about my retirement options, I would certainly recommend this to colleagues if you run more of these. JAYNE DYER

Aviva Life & Pensions UK Limited. Registered in England No. 3253947. Registered Office: Aviva, Wellington Row, York, YO90 1WR. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Member of the Association of British Insurers. Firm Reference Number 185896.

If you have any questions please feel free to

contact us via email at [email protected]

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