TRAINING

At Oak Tree Financial Training our aim is to inform you and/or your employees of the options available as retirement approaches. In our seminars we cover:

FINANCIAL AWARENESS

Do you understand fully the financial matters and issues that can affect you, now and in the future?

PRE-RETIREMENT PLANNING

Are you planning to retire within five years? What will retirement mean for you?

WEALTH PRESERVATION

Sound financial awareness also means looking at protecting the assets you have built up. Wealth preservation is an essential element in financial planning.

PENSIONS – LIFETIME & ANNUAL ALLOWANCES

You cannot make assumptions about the Pension Tax Relief Scheme, from the lifetime allowance to pension tax relief – it keeps changing.