Lunch & Learn: A bite-sized guide to retirement planning

About this event

Gain clarity on your pension and plan for a more secure and flexible financial future

Agenda

• Understanding the current pension landscape
• Assessing your existing pension arrangements
• Maximising tax efficiency and contributions
• Managing risk and investment options
• Common pitfalls and how to avoid them

What attendees can expect:

• In this 45-minute interactive session, we’ll explore how to take control of your pension planning, identify missed opportunities, and make confident decisions about your financial future.
• You’ll leave with practical actions to help you strengthen your long-term security.
• Greater clarity on how much you need to save for a comfortable retirement
• Insight into how to optimise existing pensions and avoid common mistakes
• Simple, actionable next steps to get your pension working harder for you

Speakers bio:

Jelena Savonia, Partner/ Chartered Financial Planner - Liberate Wealth

With over a decade of experience in financial planning and wealth management, I am dedicated to helping individuals, families, and businesses achieve financial clarity and long-term success.

Drawing on my background in business management and HMRC tax expertise, I offer a proactive, accountable approach to holistic financial planning.

Please note:

1. Webinar joining instructions will be sent to you again 1 day before the event, with a further reminder, 15 minutes prior to the event starting.

2. The session may be recorded and shared with people afterwards. Please bear this in mind and have your camera off if you do not wish for your image to be shared.

3. The chat function will be used for participants to engage with the webinar, so just be mindful of the login name you use and ensure you are happy for other people to see this.

4. For security reasons, it is requested that participants join the live session 10 minutes prior to the scheduled start time and with the same name as registered on Eventbrite as not doing so may cause a delay or non-admittance to the event.

5. This event may include an external speaker who has prepared their own presentation. Any views or opinions expressed by the speaker are their own and do not reflect those of the CIPD.

6. If you require any reasonable adjustments to enhance your experience, please get in contact with us by responding to this email and we will do our best to accommodate.