Many of our clients have worked hard during their lives to grow their investments, pensions and savings so they can enjoy financial independence in retirement. But how can you make sure you will have enough to live off over a period which may span 30 to 40 years, given the many risks facing retirees? The answer lies in a dedicated financial planning and investment approach that seeks to help you understand those risks, how they can be managed and what plans you can put in place to enjoy your retirement in the lifestyle to which you’ve become accustomed. It’s a solution only available via a few wealth managers.
During this webinar, we explain the importance of transitioning from your time in a career, or running a company – known as the accumulation phase of life – to the time when you draw down on your assets in retirement – known as decumulation.
We also highlighted the other opportunities that the planning process should offer in terms of ensuring your withdrawals are sustainable, while also considering your plans for helping out your children and leaving a legacy.
This webinar is part of a series of articles and updates provided to help you understand the complexities linked to life as a retiree. More articles and updates can be accessed here, as well as details of our retirement planning support.
We regularly host webinars on different aspects of wealth planning, covering the events that change your life through to changes you can make that day. Sign up today to receive invites to those webinars and more.
Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how wealth planning can help them achieve their financial goals and objectives, or call +44 (0)1624 645000 to speak to our client services team.
If you would like to find out more about how we can help you with retirement planning or more general wealth planning support, please contact us on the same number as above, or complete the contact us form using the link below.
Any examples of investments and structures used are for illustrative purposes only. This webinar does not constitute an invitation or inducement to buy any financial investment or service. None of the information constitutes advice or a personal recommendation. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.
Simon heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to help structure their investments and other financial assets to achieve their goals and aspirations through the development of bespoke wealth plans. 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.
Simon has over 24 years’ experience of delivering investment and planning advice, 15 of which have been with Nedbank Private Wealth. His appointment followed the establishment of bank’s wealth planning function, where he was instrumental in its design, build and implementation.
Simon holds the Level 7 Diploma in Advanced Financial Planning, the highest financial planning qualification in the UK, and is a Certified Financial PlannerTM, a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.
Simon heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to help structure their investments and other financial assets to achieve their goals and aspirations through the development of bespoke wealth plans. 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.
Simon has over 24 years’ experience of delivering investment and planning advice, 15 of which have been with Nedbank Private Wealth. His appointment followed the establishment of bank’s wealth planning function, where he was instrumental in its design, build and implementation.
Simon holds the Level 7 Diploma in Advanced Financial Planning, the highest financial planning qualification in the UK, and is a Certified Financial PlannerTM, a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.
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