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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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UK

‘How much is enough?’ when preparing for your retirement?

February 24, 2025
11:00 Online

Retirement planning isn’t just about saving – it’s about strategy. From necessary levels of income, inflation risks and tax considerations, understanding how to make your money work better for you is essential.

In our upcoming webinar, Harry Plunkett, Wealth Planner and Toby Carpenter, Wealth Planning Director, will discuss everything you need to know when planning for retirement, including:

  • Understanding retirement income needs and their sources
  • Inflation’s impact on retirement
  • Tax considerations in retirement
  • Planning for uncertainty: flexibility and contingencies
  • Safe withdrawal rates, longevity and investment risks

Whether you’re approaching retirement or simply planning ahead, this session will provide the insights you need to build a secure and sustainable financial future.

Register

Speakers

Harry Plunkett event bio.jpg

Harry Plunkett

Wealth Planner

Harry is a holistic financial planner, passionate about helping his clients by providing clear and concise advice. He focuses on helping clients who are experiencing or expecting significant changes to their circumstances, such as divorce, bereavement, retirement, or the sale of a business.

   

Toby Carpenter resize.png

Toby Carpenter

Wealth Planning Director

Toby has over 25 years’ industry experience and provides bespoke wealth planning advice to high net worth individuals. He is a chartered member of the CISI, holds a Master's in Wealth Management and is a CFA charterholder.

   

Want to join us?

Register now and take the next step in your retirement planning journey.

Register

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.