Past event

How can you make the most of your retirement?

Watch our on-demand webinar and gain insights from our experts to help achieve the retirement you want.

18th May 2022 Virtual

See our events

Be more informed

Once you have retired, you’ll want to enjoy your hard-earned savings, whilst ensuring you have enough money for later in life. Join our panel of financial experts to help you plan your retirement journey.

Watch our on-demand webinar

Our engaging and interactive 45-minute session will covered:

  • Busting the pensions jargon – an overview of the different types of pensions and their benefits
  • Managing your investments in retirement
  • Do’s and Don’ts of retirement planning
  • Audience Q&A Session

Our webinar panellists

You heard from our experts

Our experts answered attendees’ retirement planning questions in our Q&A.

  • Erica Whyte, Spokesperson
  • Lisa Caplan, Foundation Financial Planning Director
  • Rob Morgan, Chief Analyst
  • Stuart Millan, Foundation Planner

Please note they were unable to provide individual financial advice

Meet the hosts

Erica Whyte

Erica Whyte

Spokesperson

Erica is a presenter and digital content creator from Toronto, Canada. Prior to her role as Spokesperson and Head of Content Strategy at Charles Stanley, Erica was a live events host and reporter in various cities in the United States.

Lisa Caplan

Lisa Caplan

Foundation Financial Planning Director

A chartered Financial planner, using technology to make it easier for people to move forward towards financial wellbeing. Lisa combines digital experience gained at Nutmeg with Financial planning knowledge gained over thirteen years working in personal finance.

Rob Morgan

Rob Morgan

Chief Analyst

Rob has over 20 years' experience in Financial Services and has worked as a financial adviser, pension specialist and investment analyst. He currently specialises in researching actively-managed funds and he regularly writes about investments, markets and personal finances.

Stuart Millan

Stuart Millan

Foundation Planner

Stuart, a Chartered Financial Planner has more than 20 years of financial services experience, including time at HSBC and Coutts & Co. Achieved Personal Finance Society Advanced Level and is a member of Personal Finance Society.

Stuart specialises in working with clients to help them plan ahead for retirement, including cashflow and Inheritance tax planning.

Insights to help you

Article
What is the best way to invest for retirement?
By Rob Morgan
Spokesperson & Chief Analyst
15 Feb 2022 | 6 min read
Article
How much can you contribute to a pension?
By Rob Morgan
Spokesperson & Chief Analyst
23 May 2022 | 7 min read
Article
Planning for the retirement lifestyle you want
By Lisa Caplan
Foundation Financial Planning Director
02 Mar 2022 | 8 min read