Upcoming Events

Retiring successfully as a self-employed professional

• Webinar
• 12:00PM - 1:00PM, 9 Jul 2024

Planning for retirement as a self-employed individual requires careful consideration and strategic planning. This webinar is designed to equip you with the knowledge and tools necessary to secure a comfortable retirement.

Recent research by Institute for Fiscal Studies highlights a significant challenge for self-employed workers: a £250,000 retirement shortfall on average. This stark statistic underscores the unique hurdles self-employed individuals face in securing a comfortable retirement. Unlike salaried employees, self-employed professionals often lack access to employer-sponsored pension schemes and must navigate the complexities of retirement planning on their own.

Join us for an exclusive webinar where independent financial advisers from Chase de Vere, IPSE's trusted partner, will share their expert insights on how to retire successfully as a self-employed individual.

This webinar will address the key aspects of retirement planning specifically tailored for the self-employed, including:

1. Estimating your retirement needs

• Consider how much you might need for a secure retirement.
• Think about how much to save now to meet your retirement goals.

2. Types of pension schemes available 

• Explore the different pension schemes and their suitability for self-employed individuals.

3. Business structures and pension contributions

• Discover how different business structures can impact your pension contributions.
• Learn the most tax-efficient ways to make pension contributions.

4. Pros and cons of consolidating old pensions

• Evaluate the benefits and drawbacks of consolidating multiple pension plans into one.
• Get practical advice on managing several pension pots accumulated over your career.

5. How and when to draw your pension

• Learn the best strategies for drawing your pension.
• Understand the timing and methods to maximise your retirement income.

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

Registration

IPSE members: free to attend but registration is essential

Non-members: £15 + registration fees

Attendees will get access to the live webinar and the post-event recordings.

iPhone users may experience issues with the Eventbrite app. If this occurs, please use your web browser to book tickets.

About the speakers

Matt Beck, Independent Financial Adviser, Chase de Vere

Matt Beck, based in Bath, has been with Chase de Vere for 7 years. He specialises in working with self-employed individuals, helping them navigate complex financial planning needs, including pensions, investments, insurance, and inheritance tax. Matt excels in optimising financial situations for those with fluctuating incomes. In his free time, he enjoys skiing, running, and watching cricket.

George Hope, Independent Financial Adviser, Chase de Vere

George Hope, an expert in investment with over 20 years of industry experience, began his career as a stockbroker and specialises in trend analysis and charting. Since joining Chase de Vere in 2016, he provides holistic advice and values long-term client relationships. George is a Chartered Fellow of the CISI and a Chartered Wealth Manager. Outside of work, he enjoys cooking and outdoor activities with his family.