Past event
How to save for your retirement
Watch our upcoming webinar and gain insights from our experts to help you save for the retirement you want.
See our events
29th Jun 2022 Virtual
Be more prepared
Do you know how much you’ll need to retire and understand the full picture of your retirement savings? Watch panel of financial experts to learn the benefits and advantages of using a pension to save for retirement.
Watch our webinar
Our engaging and interactive session covers:
- How tax relief can ‘supercharge’ your retirement savings
- How to check you are saving enough
- How to invest for retirement and build a portfolio
- How to decide which is best - Pension or ISA?
- When it’s sensible to consolidate your pensions
- Audience Q&A
Our webinar panellists
Our experts will answer attendees’ retirement saving 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
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
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
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
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.
