Mid-Career Finance Workshop
Facilitator: Insight Financial Advisors
When: 19th November 14:00 pm - 15:00 pm
Location: Online
Foundation in Personal Financial Planning
Foundation in Personal Financial Planning is now run by People and Organisational Development team - booking information can be found on their webpages.
Pensions and investing for growth
DATE - TBC
Facilitator: TBC
When: TBC
Financial planning has become a necessity for most in the current financial climate. However this may be especially important for this looking at retirement. Having realistic financial plans in place that align with your expectations can give you valuable peace of mind during this transition. Imperial regularly run finance workshops for all staff to assist with their financial planning
Mid-Career Finance Workshop
Hosted by Insight Financial Advisors
This workshop has been designed to help you plan for your financial future. Working through the financial life cycle, longevity, pensions and how to maximise your financial future utilising cash flow planning and savings.
Join our Mid-Career Workshop online to learn more about your pension scheme and help you plan your financial future!
Pre-Retirement Workshop
Hosted by Insight Financial Advisors
This workshop has been designed for Imperial staff within 2 years of their retirement date. The session will give you access to top tips and strategies to maximize your financial future. Next date waiting to be confirmed.
Foundation in Personal Financial Planning
This session, run by Planned Future, focuses on helping you understand and take control of your daily finances. It covers the basics of budgeting, taxation, borrowing, mortgages, and savings. By understanding the basics, we can learn how to cope with a financial shock, understand how we can financially plan for our life choices, and help build greater clarity and security.
This session is run by the POD team - booking information can be found on their webpages, which you can access here.
NHS Pension Scheme events
The NHS runs free events for their members:
Understanding the NHS Pension Scheme and its benefits
These sessions aim to improve understanding about how the Scheme works, who can join and the benefits accessible to members.
Your Total Reward Statement and Annual Benefit Statement explained
These sessions will inform members about what their Annual Benefit Statement and Total Reward Statement is, as well as how to access and understand it.
Your retirement options explained
These sessions provide information about retirement options (i.e., eligibility for taking a lump sum) in order to assist future planning.
See all upcoming events, and enrol via the NHS Members events website
USS Pension Scheme events
The USS run free member webinars on various matters:
About USS
These sessions provide helpful information for those considering joining, including the benefits, what you pay, and retirement options for you.
Awaiting next date confirmation.
New to USS
These sessions cover information about USS, as well as what your membership gives you, further details about your benefits, as well as what happens if you leave USS.
The next session is waiting to be confirmed.
Planning for retirement
These sessions consider retirement options for members, including how your benefits accumulate, when you can access these and in what form. It would be particularly useful for those planning for or thinking about retirement.
The next session will be taking place on 26th November 2024 at 09:30 am, please see link below to register Register now.
Understanding DC (the Investment Builder)
These sessions look at the key features of the Investment Builder, including how you can build savings and how you can take your Investment Builder savings. It would be useful for those who have recently started saving in the Investment Builder, or who already are and would like to know more.
The next session is waiting to be confirmed.
Focus on pension tax
These sessions focus on pension tax, including Annual Allowance, Tapered Annual Allowance, MPAA and Lifetime Allowance, and managing tax. They also cover USS specific tax mitigation options
The next session will be taking place on 26th November 2024 at 12:00 pm, please see link below to register Register now.
Tax & Your Pension
The next session is waiting to be confirmed.
Leaving USS
These sessions cover topics useful for those who have left, or are considering leaving USS, ahead of their retirement.
The next session will be taking place on 26th November 2024 at 14:30 pm, please see link below to register Register now.
USS Webinars
The webinars are provided by Mercer Limited and USS is not in any way responsible for the content of the webinars and/or any loss or damage arising out of or in connection with these webinars or any services provided by Mercer Limited. The content of these webinars is information only. The webinars do not explain all situations or eventualities. It is not, and should not be taken as, advice. You should not rely on, or take or fail to take any decision or action based upon these webinars. We recommend that members, employers, or any other person that views, or otherwise comes into possession of the content of this webinar, take their own advice on which they can rely.
If there is any difference between this webinar and the USS trust deed and rules the latter shall prevail. Please check the USS website for the latest information regarding the scheme and any changes that may have occurred to its rules and benefits .
See all upcoming events, and enrol via the USS Guidance webinars website