Webinar: Your essential retirement planning checklist

	Originally broadcast: Tuesday 29th April
	Duration: 30 minutes
	Location: Online

As we navigate life’s twists and turns, many of us put off retirement planning, but doing so can lead to financial uncertainty and stress. In fact, in one of our recent surveys, those questioned said that not knowing how much is enough to maintain their lifestyle in retirement was one of their top financial concerns.¹

Given life’s unpredictability – from a changing economic landscape to career breaks or health issues – it’s crucial to create a flexible retirement plan that can adapt to unexpected changes.

In this webinar our experts explore how to:

• Take stock of your existing finances
• Think beyond your pension to fund your retirement
• Manage your retirement income tax-efficiently
• Structure your income so it can adapt to life’s curveballs
• Adapt your retirement plans in the event of government policy changes

Hosts: Shaz Bishop and David Quintrell

Shaz Bishop

Shaz has over 20 years of experience in the financial services industry and takes great pride in helping clients meet and exceed their expectations. She works closely with clients over many years and continues to build on those relationships with the next generation. Shaz is also passionate about providing financial education and has advised large corporate clients on their pension schemes and wider employer benefits.

David Quintrell

David has worked at RBC Brewin Dolphin for over 25 years advising many clients on a wide range of financial planning areas, such as tax-efficient investment, pensions and retirement planning, investment planning, inheritance tax planning, trusts and offshore investment. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. He is also a Chartered Member of the Chartered Institute for Securities and Investment.

¹ Kantar – RBC Wealth Management UK brand tracking survey, October 2023. Sample: 600 UK-based high-net-worth individuals

The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.

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