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.
+44 (0)7551 124140
24 Jan
| 2½ mins
No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.
24 Aug
| 5 mins
Although retirement planning should be carried out as early as possible, many of us only seriously review our financial situation a few years before we plan to retire. Recent events, however, highlight regular reviews of your wealth are more important than ever, as Simon Prescott explains.
27 Jul
| 6 mins
What are your digital assets worth? Potentially more than you think, which could present a challenge to ensure they are passed to loved ones after your death. But what strategies can you consider to protect these for the next generation?
25 Jan
| 5 mins
Formalising your wishes for your estate with a legal professional is the best way to help protect your family – and your assets – after you’re gone. As Simon Prescott explains, given the number of contested wills is on the rise, the more you can do to provide clarity around your plans, the better.
If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.
We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.
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