CPD hours
Forthcoming event

Pensions near retirement: Turning savings into confidence and choice - Session 3 of 3

Thursday 12 March, 1:00 pm - 2:00 pm
Online event
Alina Burlacu Dip PFS, Director, AB Personal Performance Coaching
Financial Planning
Calculator

IIL Pension Webinar Series: The third of three pensions webinars delivered by Alina Burlacu. In this webinar, she outlines the key pension decisions near retirement and how they shape long-term income and wellbeing.

The years leading up to retirement are filled with high-impact decisions - many of which feel confusing, emotional or irreversible. Timing, tax, income choices and fear of running out can undermine confidence just when clarity matters most. 

This session cuts through complexity to explain the most common pitfalls people face near retirement and the practical opportunities to improve outcomes. Delivered through a blend of education, coaching and mentoring, the session helps participants understand their options, avoid costly mistakes and build confidence in the transition ahead. 

The focus is not just on financial security but also on peace of mind, choice and wellbeing in later life. 

Learning objectives:

  • Understand the key decisions that affect retirement income

  • Learn how to avoid common pension and tax mistakes

  • Build confidence in turning pension savings into a sustainable income 

Venue

Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

To view our image and video capture consent statement, please click here.

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CPD hours

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This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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