Following recent announcements by various companies to seek voluntary redundancies there are many people who find themselves in a dilemma regarding the options being put to them in relation to their pensions in a redundancy situation. We look at the implications of those options and how a decision made today can impact the future. The seminar will help employees due to make a decision on redundancy or employers who may wish to understand better the options being put to their staff. The Webinar will take place via GoToWebinar, so attendees will need to download the app prior to the webinar. A link will be provided on the morning of the webinar.
Topics discussed are as follows:
Basic and increased exemptions
Standard Capital Superannuation Benefit (SCSB)
Waiving the lump sum from an Occupational Pension (OPS)
Other relevant facts
Presented by Adrian Godwin and Tracy Sumstad of Oaktree Financial Services. Following the event, you will have a better understanding of your redundancy options and you will have the option to have your questions answered at the end. You will also have the option of a complimentary follow-up consultation with Adrian or Tracy.
Adrian Godwin is Managing Director of Oaktree Financial Services and is a qualified Tax Advisor, Accountant and a Qualified Financial Advisor.
Tracy Sumstad is a Senior Financial Advisor with Oaktree Financial Services and is a Qualified Financial Advisor.
Date and Time
Wednesday Feb 3, 2021 11:00 AM - 11:30 AM GMT
Online Webinar Hosted Via GoToWebinar. Download desktop or mobile app prior to event (link will be provided)