Retirement is often referred to as the “longest holiday” and for many, it is also the biggest challenge they will face financially. Our service is designed to help people adapt to the financial changes and challenges they will face in retirement. The right advice and guidance can have a serious impact on how well people will adapt to life in retirement. Our service can be delivered in 3 different ways to your employees:
One-to-one – a confidential meeting with one of our financial advisers. This can be held at either their place of work or in the comfort of their own home.
Surgeries – these are used when a small group of employees have expressed an interest in our service. Held on site by one of our financial advisers, each meeting with the individual will last approximately 30 minutes. This service is designed for individuals who may have a specific burning issue they wish to discuss. After each meeting the individual will have the option of a comprehensive one-to-one meeting with us in the comfort of their own home.
Seminars – these instructive and interactive small group sessions can be held on site or if preferred at an alternative venue of your choice.
The course is primarily aimed at people within 18 months to retirement. However, this advice can also be invaluable for anybody 50+ who may wish to start planning for their retirement. Typically the topics covered are:
- State benefits
- Occupational pensions
- Personal taxation
- Money management
- Investing in retirement
The seminar duration can be tailored to meet all parties’ specific needs. Our presenters have over 25 years’ experience in this field. The content is delivered in a clear and concise manner. This leads to the seminars being relaxed, informative and enjoyable.
This service is bespoke, so any costs that may be applicable are given to you in writing after a free initial consultation meeting with a member of the CDG team.
If your employees would benefit from retirement and pension advice, please call us on (0115) 9771155 or send us a message using our contact page
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