Are you on track for your retirement?

VIRTUAL EVENT – FREE TO ATTEND – 03rd NOVEMBER 1PM

Over the years I have come across many clients who haven’t had a clear picture of what their retirement pot looks like. Some of the questions they can’t answer have been:

How many pensions do you have?  What is the value of those pensions?  How are they performing?  What are they paying in management fees?  And the most important question:

Are they on track so that you can retire with the income you want?

It has always been my aim to help as many people as possible achieve financial freedom.  I believe the first step to this is helping people to get a full picture of their financial situation, and past employment pensions is often something that is overlooked.

If you believe you have lost pension pots, pensions from a previous employer or just want to understand your retirement options, register for our online event on 03 November 2021 at 1.00pm.

TO REGISTER FOLLOW LINK BELOW:

https://sjp-co-uk.zoom.us/meeting/register/tZ0qduuqpj0qGNPFy9yVZNGdEiI_woNo4XB8

At the free to attend virtual event you will learn about:

  • Understanding the different pension types, drawing your tax-free lump sum, and finding lost pension pots
  • The steps you can take today to help fund the retirement lifestyle you want and deserve
  • The differences between drawdown and annuities
  • The tax implications of drawing your pension

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief depends on individual circumstances.

Peter Perchard – DipFA MLIBF

Perchard Wealth Management

Associate Partner of St. James’s Place Wealth Management

The Heath Business & Technical Park, Runcorn WA7 4QX

Tel: 01928 897197 | Mobile: 07759 938264

 Professional Profile | Website: www.perchardwealthmanagement.co.uk

LABORATORY & OFFICE SPACES AVAILABLE TO LET