This page is designed to provide you full access to all of our webinars on demand after the event takes place.
Click Here to Watch the How to Achieve Financial Goals Recording
Managing your money with confidence can feel challenging, and so this lunch and learn session will show you how the right tools and approach can make it much easier. Together with Homeprotect’s Employee Benefits Advisers at Patterson-Mills, we will explore practical ways to set meaningful financial goals, create a budget that fits your lifestyle, and identify savings strategies that help keep you on track.
The focus will be on clear, actionable steps that can be applied immediately, so you leave with both knowledge and clarity to move closer to the financial future you want.
Whether you are looking to get started or refine your current approach to achieving your financial goals, this session will provide guidance and motivation to help you take control of your financial journey.
Click Here to Watch the Building Retirement Funds That Last Recording
Thinking about retirement is about thinking ahead to the kind of life you want to enjoy when work slows down or stops. Having a clear picture of what matters to you, whether that be flexibility, security, or even affording specific goals, is the first step towards shaping a plan that lasts.
In this lunch and learn session, with Homeprotect’s Employee Benefits Advisers at Patterson-Mills, we will take a closer look at not only growing your pension fund, but also other key issues like consolidating your pensions. In addition, discussion of how other types of tax-efficient savings, can be a valuable part plans to ensure retirement funds last at least as long as you do! We will also look ahead to the key decisions that you will face at retirement, from taking tax-free cash to creating a lasting income in the most tax-friendly ways.
The focus is here is on simple, practical steps you can take today that will strengthen greatly your long-term financial security. Whether retirement feels decades away or is already on the horizon, this session will help you turn your savings into lasting financial freedom.
A URL to the recording will be placed here following the event taking place.
Buying a home is one of the biggest financial decisions you will make, and understanding mortgages is key to getting it right. This session with Homeprotect’s Employee Benefits Advisers at Patterson-Mills will guide you through how different mortgage types work, from repayment and interest-only to fixed and variable rates, and what really matters when comparing deals.
We will also cover strategies to cut costs over time, such as overpayments, offset mortgages, and remortgaging, along with the documents and checks you will need to prepare when applying.
Join us to take the complexity out of mortgages and gain the knowledge to make confident, informed choices about financing your home.
A URL to the recording will be placed here following the event taking place.
Thinking about wills and powers of attorney is never easy, yet taking time to understand them now can make an enormous difference for you and those you care about. These documents are not just for later life, they ensure that your wishes are respected and your family is spared unnecessary stress at difficult times.
In this lunch and learn session with Homeprotect’s Employee Benefits Advisers at Patterson-Mills, we will detail in everyday terms what wills and powers of attorney do, how they work, and the practical steps involved in putting them in place. You will see how to use the official forms, what choices you need to consider, and how to avoid unnecessary complexity or cost along the way.
By the end of the session, you will have a clear understanding of how straightforward it can be to take these important steps, leaving you better prepared and confident that your plans are securely in place for the future.
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