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Retirement and Financial Planning

As you approach retirement, it’s crucial to have a clear financial strategy to ensure your future is secure and fulfilling. Chapter50 Future You offers comprehensive support through financial workshops that cover every aspect of retirement planning.

These workshops help you understand pensions and your options, maximise your savings, and make the most of your investments.

Whether you're looking to understand how your pension works, how to manage your money effectively, or how to prepare for a comfortable retirement, the resources provided ensure you're well-equipped to navigate this important life transition.

money in a jar
two people talking in a meeting room

Chapter50 Future You work with local specialist companies who are insured and regulated to provide financial / retirement information on a range of topics including:

  • Pensions
  • Tax
  • Savings and Investments
  • Wills, Estates, Trusts
  • Powers of Attorney
  • Budgeting

The information sessions / workshops will offer GENERAL advice.

Should you then wish to pursue personal advice from any company, then this would be an agreement solely between yourself and the company.

Chapter50 Future You is not affiliated with any of the companies chosen to provide these information sessions / workshops.

close up of person going to write in a notebook

Newcastle Building Society bring you a range of information sessions including:

  • Investments and Pensions–making your money go further and planning for retirement
  • Budgeting–how to make your money go further by simple budgeting
  • Scams and Fraud–what to look out for and how to avoid being the victim of a scam or fraud

Free to attend, the session will provide insight into some important legal issues many of us face as we age. It is delivered in a light-hearted, jargon free manner by an estate planning expert and includes Q&A time and signposting for further guidance if required.

For many people, one of the biggest worries as they grow old is being able to give their family a helping hand and make sure that when they die, what they have worked all their life for goes to the people they love the most. Care fees can have a significant effect on this, and we’ll explain how it works and what steps you can take to protect your estate.

"Only two things in life are certain… death and taxes”. We can’t help with the former, but when it comes to Inheritance Tax, we can help explain how people can be impacted, and some simple steps to take that may reduce the burden.

Re-marriage of a surviving spouse can inadvertently result in the new husband/wife inheriting everything, whilst the children from the first marriage get nothing. And with blended families being commonplace today, its never been more important to take steps to ensure your chosen beneficiaries inherit. We’ll explain how.

No one wants to think about what will happen if they become unable to make decisions themselves through illness, an accident or old age. However, thinking about this now and planning ahead will remove the burden from your family and help reduce the stress and cost to your family at a very difficult time.