Booking your 1-2-1 Pension Meeting
Individual confidential meetings
You will be shown an up to date personal illustration of benefits, identifying projected amounts that show how the tax benefits and the company contribution work for you personally.
These start on Friday 20th January and continue on various dates that can be found by asking your HR Manager, Sadie Elford. Our Advisers, Edward Mills and Chris Rathbone, will be visiting your Offices in London for whole days at a time with pre-booked appointments so be sure to let Sadie know your preferred dates and times, so you can be found a time slot to meet with us about your own retirement planning.
What happens at the 1-2-1 meetings
These last about 50 minutes to one hour. You will be given the opportunity to discuss your own personal questions and requirements. These meetings will be totally confidential, including discussion as to how best match your ideal investment asset allocation with your own objectives and ability to accept and take on any appropriate investment risk.
These discussions will also include personalised illustrations of your own projected benefits for both the Company’s and an example of how making the enhanced contributions yourself would greatly benefit you.
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