Educational events

These events cover a wide range of topics; including retirement, investment, estate planning and tax efficiency.

The value of your investments can go down as well as up and you may get back less than you paid in. Laws and tax rules may change in the future. Your own circumstances also have an impact on tax treatment.

You can sign up to attend our upcoming webinars:

  • Investment Insights at 10 a.m. on November 25th
  • Introduction to financial planning at 10 a.m. on December 9th
  • Approaching Retirement at 10 a.m. on January 12th
  • Employee Benefit Insights at 10 a.m. on February 9th
  • Tax Year End Planning and Strategies at 10 a.m. on March 9th
  • Approaching Retirement at 10 a.m. on April 13th
  • Investment & Market Insights at 10 a.m. on May 11th
  • Introduction to Financial Planning – Savings Options at 10 a.m. on June 8th
  • Approaching Retirement at 10 a.m. on July 13th
  • Introduction to Financial Planning - Key steps to take control of your finances at 10 a.m. on August 17th
  • Understanding protection policies & options at 10 a.m. on September 14th
  • Approaching Retirement at 10 a.m. on October 12th
  • Introduction to Estate Planning at 10 a.m. on November 9th
  • Introduction to Financial Planning – New Year Planning Considerations at 10 a.m. on December 14th

If you would like to attend any of these, which will be delivered using MS Teams, please email financialplanningenquiries@abrdn.com and let us know which ones you are interested in so we can issue your invitation.

 

Here are the range of topics that our events will usually cover:

 

Approaching Retirement

The aim of our Approaching Retirement webinar is to share a range of useful information, scenarios and planning tips to help you plan ahead for your time in retirement.

We refer to different types of pension arrangements and the options each could create for you in retirement. We then bring these options to life by explaining the key trade-offs to consider both while you are working and when you are looking to access your pension benefits.

The webinar is best suited for those aged over 55, although it is open to anyone to attend.

You also have the opportunity for a complimentary 1:1 discussion with a financial planner to discuss your personal circumstances and this can be booked at the same time your book your space on the webinar.

 

Employee Benefit Insights

The aim of the webinar is to provide insights into your employee benefits and how they could factor into wider decisions you could make in respect of your personal finances.

It will also summarise a range of savings options, how tax relief works on pension contributions, the different ways to think about protecting the plans you have in place, and how to create options for the future.

The webinar is suited to people of all ages and there will be something for everyone to take away – whether a useful reference or a call to action in a particular area.

You also have the opportunity for a complimentary 1:1 discussion with a financial planner to discuss your personal circumstances and this can be booked at the same time your book your space on the webinar.

 

Tax Year End Planning & Strategies

This webinar focuses on the key issues affecting higher rate taxpayers, identifying the main allowances available and key trade-offs to think about We share good practice, experience, and references that we hope you can use to better understand and be more tax efficient with your finances.

We will explain the benefits of saving into a pension whilst looking at the other tax wrappers available to you once the annual and lifetime allowances become an issue.

You also have the opportunity for a complimentary 1:1 discussion with a financial planner to discuss your personal circumstances and this can be booked at the same time your book your space on the webinar.

 

Introduction to Financial Planning - Key steps to take control of your finances (with variations focused on savings / new year planning considerations)

This webinar focuses on the key issues affecting higher rate taxpayers, identifying the main allowances available and key trade-offs to think about We share good practice, experience, and references that we hope you can use to better understand and be more tax efficient with your finances.

We will explain the benefits of saving into a pension whilst looking at the other tax wrappers available to you once the annual and lifetime allowances become an issue.

You also have the opportunity for a complimentary 1:1 discussion with a financial planner to discuss your personal circumstances and this can be booked at the same time your book your space on the webinar.

 

Understanding protection policies & options

This unique webinar dispels many of the misconceptions associated with life insurance contracts and provides an insight into how to best understand your requirements and potential solutions.

It is often said that people have inadequate life cover in place. However, many people also have policies in place that are no longer suitable because of how much life can change after policies are set up. Other people think that insurance is an all or nothing scenario, however there are so many variations that are possible to create peace of mind.

The webinar is suited to people of all ages and while associated with worst case scenarios, the main message is to plan for best case scenarios with confidence that other scenarios have been accounted for.

You also have the opportunity for a complimentary 1:1 discussion with a financial planner to discuss your personal circumstances and this can be booked at the same time your book your space on the webinar.

 

Introduction to Estate Planning

The Estate planning webinar will share key references about maximising what you have to enjoy, protecting the people you care about and passing on as much as you can in the way you’d want.

Making sure you don’t pay more tax than you need whilst being tax compliant, having someone you trust to make decisions for you if you can’t for any reason, protecting assets whilst sharing them with loved ones and doing everything you can to pass on as much as you can, all underpin that. We will cover inheritance tax, capital gains tax and income tax planning opportunities, powers of attorney, trusts, wills and pension/death in service nominations.

You also have the opportunity for a complimentary 1:1 discussion with a estate planning specialist to discuss your personal circumstances and this can be booked at the same time your book your space on the webinar.

 

Investment & Market Insights

Our investment team will provide an insight into the key variables and trends in global markets.

This session will provide insights into what we can potentially expect from market movements, future economic forecasts and political activity as the world continues to live with COVID-19.

You also have the opportunity for a complimentary 1:1 discussion with a financial planner to discuss your personal circumstances and this can be booked at the same time your book your space on the webinar.

 

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