Retirement and investment planning workshops

Join us for a half-day workshop on key planning considerations for retirement and beyond. This day aims to help you understand how to achieve the retirement lifestyle you want in a secure way.

This interactive in-person workshop is aimed at those planning to retire in the next five years or those who have recently retired. We will cover practical planning points and answer any questions you may have on how you should prepare your finances at the point of retiring. 

The workshop will cover: 

  • Pre-retirement – understanding your savings and last-minute planning 
  • At retirement – the options and new rules 
  • Investing at retirement – how it is different from investing pre-retirement? 
  • Post-retirement considerations – changing death benefit rules for pensions and how to understand your long-term financial security 

Attendee numbers are limited to ensure that workshops can be interactive, with plenty of opportunity to address specific questions. 

Mazars Edinburgh office

Date: Thursday 29 February 

Time: 09:00 - 12:30

Location: Capital Square, 58 Morrison St, Edinburgh EH3 8BP 

Mazars Glasgow office

Date: Wednesday 6 March

Time: 09:00 - 12:30

Location: 100 Queen St, Glasgow G1 3DN 

Mazars London office

Date: Monday 11 March 

Time: 09:00 - 12:30

Location: 30 Old Bailey, London EC4M 7AU 

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Location of workshop you would like to attend
Mazars Edinburgh office – Thursday 29 February
Mazars Glasgow office - Wednesday 6 March
Mazars London office - Monday 11 March
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Mazars Financial Planning is wholly owned by Mazars LLP, the UK firm of Mazars, an international advisory and accountancy group. Mazars Financial Planning Ltd is registered in England & Wales No 3172233 and is authorised and regulated by the Financial Conduct Authority. Registered Office: 30 Old Bailey, London, EC4M 7AU.
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