Are You on Track for Retirement?

What does an ideal retirement lifestyle look like and how do you stay on track to achieve this?

Speakers

• Claire Trott - Divisional Director, Retirement and Holistic Planning
• Kerry Drysdale - Head of Holistic Planning

Planning for retirement is a critical aspect of financial wellbeing. This event aims to provide guests with the knowledge and tools needed to plan for a secure and fulfilling retirement.

Our Specialists will explore different lifestyle goals and objectives, considering ways to prioritise and achieve these in retirement. 

Discover the key components of a comprehensive retirement plan and find out how to maximise the effectiveness of these by using multiple income options.

This event is a unique opportunity for our St. James's Place community to connect and provide valuable guidance on retirement planning solutions.

Our speakers have lots of useful insights to share and will base their discussions around some of the key themes identified from the pre-submitted questions. We hope our audience will gain some practical advice and actionable strategies to help navigate the pathway to a secure retirement.