IMPORTANCE OF RETIREMENT PLANNING

ROSS BAUMANN - CARPENTER BOX

Ross has gained many years’ experience working in the financial sector. He works as a financial adviser to create holistic financial plans for both individual & corporate clients across a range of areas including pensions & retirement, investments, protection & tax planning.

Ross will be here to answer all your questions on retirement planning. Whether you are in process of setting up your first plan, or whether you have reached retirement & want to understand the wide range of options available to you in terms of drawing your pension.

Ross will be specifically covering:

• General pension / retirement landscape

• What you can do to help towards retirement

• Key areas to look out for with existing pensions