Pensions Retirement

What makes a successful retirement plan?

Hear our experts’ top tips on preparing your finances for retirement and how you could effectively use your tax allowances in order to maximise your retirement savings. They discuss why preparation is key to a comfortable retirement, along with the benefits of cashflow modelling and if phased retirement could be an option for you.

Find out more about:

- Key retirement planning considerations
- Pensions and your options at the point of retirement
- The benefits of cashflow modelling
- Managing investment risk
- The effective use of tax allowances

Key take outs from this recording:

What you need to do to create a successful retirement plan and the next steps to make it come to fruition.


Rsz Malcolm Robinson (1)

Malcolm Robinson

Financial Planning

Malcolm joined the Evelyn Partners in 2004, having joined the financial services industry in 1990. Malcolm specialises in advising business owners and the majority of his clients seek retirement and inheritance tax planning advice. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.


The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

Time & Location

10:00 - 11:00 GMT

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