Many participants in occupational pension schemes will be able to look forward to a lump sum on their retirement. We look at how they can maximise this lump sum externally from the pension scheme in advance of retirement.
This session also explains how to evaluate investment returns from a range of financial bodies from banks, post office, credit unions to life assurance funds and other vehicles.
The key objective is to equip the participants with the knowledge to ask the right questions of those they might seek financial advice from when they retire.
