Tracy Simpson - Independent Chartered Financial Adviser

Tracy Simpson - Independent Chartered Financial Adviser

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Helping Females Become Financial Resilient Through Retirement & Pension Planning | Savings | Income

Photos 28/09/2021

Are you on top of your pension planning?
It can be challenging to stay on top of your pension plans and know how to financially plan for retirement.
I'll be sharing my Top 10 Tips to get your retirement planning on track in two FREE webinars I'm holding this week, and there is still time to sign up.
Click here to choose your date: https://buff.ly/3BUIweW

Photos 17/09/2021

Do you have multiple pension pots or feel you've lost track of your retirement savings and planning?

Join me for FREE webinars where I will be covering a range of common questions that clients ask and some tips to help you get your retirement planning on track. It’s open to all where ever you are in your retirement planning journey and please feel free to send it on to friends, relatives and work colleagues.

Here's the link to register: https://buff.ly/3BUIweW

The webinar will cover:
1. How to calculate what you need to live on when you retire.
2. Understanding different pensions schemes and plans.
3. Why saving in a pension gets you extra money from the “tax man”
4. How claiming child benefits can you a higher income in retirement even grandparents.
5. How to find out how much state pension you will get.
6. How to trace lost pensions and cash savings.
7. Learn about the different ways you can take your pension at retirement.
8. Find out what your pension statements tell you.
9. How to make sure your loved ones get any pension benefits when you die.
10. How to check you are not being scammed out of your savings and if a financial adviser is regulated.

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Telephone

Address

Leeds

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm