01283 761866

Free Retirement Workshops

The pension landscape has changed dramatically over the last few months, giving everyone greater access and control of their pension pots at retirement than ever before.

Recognising the need for advice for employees approaching retirement we are launching a series of free information evenings to explain cashing in pensions, annuities, flexi-access drawdown, Wills and Lasting Power of Attorney.

If you would like more information or to arrange an in-house workshop, please telephone Jackie on 01283 761866.

Next Event: 

Retirement Information Evening - Burton on Trent - 10 March 2016

Thursday 10th March 2016 6pm-8pm, Branston Pavilion, Burton on Trent. Click here to book.

What you can and can’t do with your pension has changed. Join us* for this free event and understand your pension options at retirement
  • Gain more information on how to make the most of your pension at retirement. 
  • Jargon buster – understand what’s meant by all the different terms used 
  • Know what to ask and where to get help so your pension supports you for the rest of your life
  • Importance of making a will plus mirror wills and lasting powers of attorney. 
Gain expert advice and have your questions answered by:
  • Jackie Fancourt, Partner at Jay Financial and has 15 years of experience helping people make sure their pensions finance their future.
  • Kathryn Caple is Head of Private Client Services at Else Solicitors in Burton on Trent. She has more than 10 years of experience advising clients on Wills, probate and trust cases.
Click here to book your place online. Alternatively, please call 01283 761866 or email info@jayfinancial.com.

* Come along with your partner, family member or friend. Refreshments will be served.

Regulatory Statements

Jay Financial is authorised and regulated by the Financial Conduct Authority

FCA Firm Number: 450655

Telephone : 01283 761866

Partners (advising) : Jacqueline Fancourt

Partners (non-advising) : William Fancourt

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FCA consumer website - The Money Advice Service - please click here

To verify our status with the FCA, click here and key in our FCA number: 450655