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Close Brothers Driving Financial Wellbeing

Retirement Planning Support

During these uncertain times, it is important that we continue to be able to support both our retirees and those employees who may be starting to think about their retirement. Retirement, or early retirement will be one of the biggest lifestyle changes that employees face; and planning for this change will certainly help to make the transition easier.

As a result, we have sourced a new partner, Close Brothers, to provide this valuable support to employees via three live financial wellbeing webinars – details as below:

1. Countdown to retirement for those within 10 years from retirement, including subjects such as:

  • Choices you will face when accessing your pension
  • Considerations for pension consolidations,
  • Years ahead of retirement
  • Retirement planning options
  • Reviewing your changes

2. Planning for retirement for those within 2 years of retirement, including subjects such as:

  • Key financial planning principles
  • Making good pension decisions
  • Pension allowances and rules
  • What to expect from the State
  • Understanding the investment universe
  • Protection
  • Tax and tax planning
  • Will and estate planning overview

3. Managing annual and lifetime tax allowances this is an additional live webinar offering support for those Directors who are impacted by the reducing pension annual and lifetime allowances. Including subjects such as:

  • Pension tax reforms, rules and limits
  • Assessing those potentially impacted by the current annual and lifetime limits
  • Potential impact of breaching the current limits
  • Managing your pensions within the current annual and lifetime pension tax allowances limits
  • Annual allowance examples
  • Lifetime allowance decisions
  • Opportunities to protect your current pensions
  • Barratt Developments rules and processes for those impacted by the current limits
  • Alternative retirement income savings strategies for those who have reached their limits
  • Seeking advice

The live webinars are 1 to 1.5 hours long and will be delivered on the following dates:-

Countdown to Retirement (within 10 years)

October 28th at 10am

November 20th at 2pm

16th December at 10am

Planning for Retirement (within 2 years)

November 25th at 2pm

11th December at 10am

Managing lifetime and annual pension allowances

27th November at 2pm

10th December at 10am

If you have any questions in relation to the above please contact

Close Brothers advise a maximum of 30 delegates on any webinar which employees can book onto through a dedicated booking site via   

Once registered, employees will receive a confirmation email and anyone attending the webinars will be able to access Close Brothers ‘Virtual Retirement Hub. The Hub contains pre-recorded webinars and downloadable materials/resource on topics such as Planning a positive transition; State entitlements; Will and Estate Planning and Planning the rest of your life, which also includes looking after your physical, social and mental health.

Planning for retirement webinar flyer

LTA AA webinar flyer

Countdown to retirement webinar flyer