Retirement Planning Webinars

RETIREMENT PLANNING WEBINARS:
INTO and UTU, together with our partners Platinum Financial Services, organise a number of Pre-Retirement Planning Webinars each year.

You don't have to be about to retire to start planning for it. In fact, the sooner you understand your options, the more relaxed you'll feel about the whole process and hopefully you'll be better placed to make the right decisions about this important phase in your life.

Platinum Financial are teachers’ pension specialists and have been advising members on their retirement for more than a decade.

Our webinars provide members with information on:

  • State Pension
  • Teachers’ Pension Scheme Benefits
  • Phased Retirement
  • Pension Income Taxation
  • Budgeting for Retirement
  • Guidance on Tax Free Cash etc.

Retirement Planning Webinars 2023-24:

This year’s joint INTO/UTU Retirement Planning Webinars/Seminars for members in partnership with Platinum Financial Planning Ltd, will run as a combination of webinars via Zoom and face-to-face seminars. Please see the table below for details. These events will provide members with the opportunity to ask questions and follow up individual consultations will be available.

Platinum Financial are teachers’ pension specialists and have been advising INTO members on their retirement for more than a decade. When it comes to retirement it’s important not to make an uninformed decision that could have serious implications for your financial future. Their expertise combined with their independent financial advice means that Platinum Financial are perfectly placed to guide you through the maze of retirement, help you understand your financial options and make wiser choices.

This year the webinars include specialist sessions on Phased Retirement and updates on McCloud:

Date Time Event Registration Closing Date
Tuesday 21st May 3:45pm– 5.15pm Phased Retirement Click HERE 12noon 21 May
Previous Webinars  
Tuesday 24th Oct 3:45pm – 5.15pm McCloud Update
Thursday 16th Nov 3:45pm– 5.15pm Pre-retirement
Wednesday 17th Jan 3:45pm– 5.15pm Phased Retirement
Wednesday 7th Feb 3:45pm– 5.15pm Mid-Career Review
Tuesday 20th Feb 3:45pm– 5.15pm Pre-retirement
Thursday 28th Mar* 1/1:30pm– 5.15pm Pre-retirement
Wednesday 17th Apr 3:45pm– 5.15pm Pre-retirement

*face-to-face Crowne Plaza Hotel, 117 Milltown Road, Shaw’s Bridge, Belfast, BT8 7XP