On-demand webinar

How to achieve financial freedom

Watch our webinar and learn from experts as they discuss what you can do to work towards the retirement you want.

12th Jul 2024 Online

See our events

Not sure if you’re on track for the retirement of your dreams?

Whether you are a beginner investor or more experienced, thinking about retirement income should be an important consideration. This webinar will help you on your journey to saving for retirement.

Watch the webinar

You'll learn more on the following topics:

How do you know how much you should save?
How pensions work and the different types of schemes
Tax relief and how it works
How do you manage multiple pensions?
How to decide which is best: pensions or ISAs?
Audience Q&A session

Retirement guide How to prepare for retirement

What we’ll cover?

How much do you need?

Learn about the different retirement living standards and how to calculate how much you’ll need to save for a basic, moderate and comfortable retirement.

How pensions work

Understand the differences between defined benefit pensions, defined contribution pensions such as a SIPP and the state pension.

Pension tax relief

Delve into the details of pension tax relief and learn how to maximise this benefit for a secure retirement.

How to manage multiple pensions

Discover how to locate your pensions and whether you’re better off keeping them separate or consolidating them.

ISAs vs pensions

Gain insights into various investment account types available and determine which aligns best with your financial goals.

Audience Q&A

Our experts will also answer attendees’ questions on saving for retirement in our Q&A.

Meet the hosts

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.

Lisa Caplan

Director of Charles Stanley Direct Financial Plans

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.

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.