Public programme retirement events

As well as delivering bespoke education programmes for individual employers, we also run a programme of UK-wide one-day retirement seminars available for multiple employers to use to support their retirees.

These are popular with employees from a wide range of sectors and are designed to help people understand some of the important decisions they are likely to face as they approach retirement. This enables people to plan this important transition and enjoy a future they’ve worked hard to achieve.

Held throughout the UK, our award winning seminars provide the support should you have staff based in disparate locations, or when you do not have sufficient leavers to organise your own dedicated seminar.

Upcoming events

Public events and webinars

  • 20 Dec 18
  • 1.30MB
  • PDF

Download


Public programme topic based webinars

At Close Brothers we recognise that people don’t just need access to financial education as they approach retirement.

Educating people at every stage of their career helps with staff engagement, improves financial wellbeing and enables people to understand and value their benefits. Staff feel better equipped and empowered to make decisions regarding a range of important financial topics, from debt management to share benefits and tax planning.

Greater knowledge leads to better planning, which in turn leads to better outcomes for you and your staff.

Our programme of topic based webinars cover a wide range of essential financial planning topics which staff can access easily, at a time and from a location convenient to them.

Reserve places at an event or webinar online here.

"Very informative and useful presentations.  Well delivered  and provided us with information to enable us to make an informed decision".
2018 delegate

To find out more about our financial education services, please call us on:

0800 028 0208


Or alternatively use our online contact form and one of our team will be in touch. 

Arrange a call back

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.