SRC Wealth Management | a Chartered Financial Planning company that provides specialist advice on defined benefit pension transfers

RETIREMENT SEMINARS

We host a number of client education seminars throughout the year. The events are free of charge and are an excellent way to discover more about money in a friendly and relaxed atmosphere.
Please select the appropriate link to reserve your place at a forthcoming event.


Defined Benefit Transfer Seminar

Saturday 7th September (10.30 – 12.00)

We are pleased to announce that reservations are now being taken for our forthcoming ‘Defined Benefit Transfer Seminar’.

This 'free of charge' event is packed full of useful information that will be of interest to anyone considering transferring their pension.

The seminar is aimed at people aged over 55 that have ‘deferred’ final salary pensions with either their current or former employers.


Topics covered will include:
  • The logistics of transferring
  • Cash Equivalent Transfer Values (CETVs)
  • Final Salary v. Money Purchase (pros and cons)
  • Transfer risks – how to avoid making mistakes
The venue:

4 Lords Court
Cricketers Way
Basildon
Essex
SS13 1SS


Please note that places are limited and will only be offered to those aged over 50. We expect demand to be high, so please book early to avoid disappointment.

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