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How do I plan for retirement?

The concept of retirement means different things to different people. What does it mean for you? John Williams explains in a 30 minute webinar.
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Published 2 April
30 mins

Why is this still important, particularly given the current news headlines, and why is now actually a good time to think things through?

 

With the coronavirus pandemic, the focus on many people’s attention is on the short term. However, while we see families forced into self-isolation, what are the types of conversations you can have to ensure that your finances are built to stand the test of time? We explore some of the questions you should have the answers to, and will help you better plan as to how much you will need in retirement and how much can be made available to help your family.

 

Join John Williams, our head of wealth planning, as he draws on his 25 years of experience to help people understand what needs to be considered and when, and what conversations could be started. The webinar, moderated by Karen Bennett of the marketing team, will also briefly flag the changes to UK pensions following the 11 March Budget 2020.

about the presenter

John Williams

John Williams

John heads up the wealth planning proposition for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear financial plan in place to achieve their financial objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.

 

John has over 25 years of advisory and management experience, working for global organisations providing solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.

Karen Bennett

Karen Bennett

Karen joined Nedbank Private Wealth in 2019 and is based out of the London office. She brings to the table over 22 years’ experience in financial services in Asia, Europe and the UK, primarily in investment and wealth management.

 

Karen works with the private banking teams to identify trends in wealth management and develop initiatives to help private clients understand the opportunities for their wealth, as well as the hurdles. She also works with the company’s network of finance, fiduciary and advisory professional partners to introduce our services and ensure Nedbank Private Wealth is seen as the provider of choice for high net worth individuals and their advisers.

 

Outside of work, Karen is on the management board of Women in Banking & Finance UK, an ambassador for Insuring Women's Futures and a member of the board of trustees for International Children's Trust. Karen holds a business degree earned in Germany and the UK.

Access more of our webinars

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Webinar invite: what’s in the 2021 UK Autumn Budget?

21 Oct

   |   45 mins (incl Q&A)

Join John Williams and Andrew Robins on 28 October at 12.30pm UK time as they flag the announcements from Rishi Sunak’s 2021 Autumn Budget, and discuss what they mean for UK tax payers and their families.

Retirement planning

Achieving financial success in retirement

19 Oct

   |   43 mins

John Williams, head of wealth planning, joined Simon Prescott, senior wealth planner as they explained what clients should be aware of as they transition from a career, or running a company, to retirement, and how they might achieve financial success in a phase of life called decumulation.

Investing

Quarter end investment webinar: navigating the brave new world

7 Oct

   |   45 mins

Rebecca Cretney was joined by Tom Caddick on 7 October at 12.30pm UK time to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

Money management

Webinar invite: challenges facing families during the great wealth transfer

21 Sep

   |   45 mins

What hurdles might families face as they seek to hand down wealth to the next generations? Our webinar at 12.30pm UK time on 3 November, presented by experts from Nedgroup Trust and Ogier, helps you to understand the challenges and what help is on hand.

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