Past event

How to retire comfortably

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

1st Jun 2023 Webinar

See our events

Planning for your retirement

Once you retire, you should be able to relax but according to our recent research 51% of retirees have taken on a job to meet their day-to-day bills.

So how do you enjoy your hard-earned savings whilst ensuring you have enough money for later in life?

Watch and learn today

Watch our panel of financial experts as they discuss what you need to know when planning your retirement, including:

  • An overview of the different types of pensions and their benefits
  • An overview of the State Pension
  • How to manage your investments in retirement
  • Do’s and Don’ts of retirement planning
  • What standard of living you could have
  • Taking money from a pension
  • Audience Q&A Session

Our experts also answered attendees’ pensions and retirement questions in our Q&A.

Meet the hosts

Erica Whyte

Erica Whyte


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

Lisa is a Chartered Financial Planner, with over 14 years of experience helping people to understand their financial position and to make good financial decisions. Lisa offers easily accessible and digestible guidance and advice on key areas, so that you can move forward with confidence. She will understand what’s important to you and clarify your options without jargon and discuss the next steps you should be taking.

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.

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