01283 761866

Events

Free Auto Enrolment Workplace Pensions Technical Seminar

Jay Financial will provide a comprehensive overview of the employer duties for auto-enrolment, the current workplace pension market and how to get further guidance. 

In conjunction with Peninsula Business Services Ltd who support over 25,000 businesses in the UK with HR and employment law. Peninsula will cover the main points to be aware of when tackling employment law and the recent changes in legislation.


Auto Enrolment Workplace Pension 1 Day Workshop


Auto enrolment in a day.  No pension knowledge required.

Learn what you have to do and do it.  This 1 day workshop will help you understand your duties, design your pension scheme and set it up ready for your staging date.  You can attend this workshop as far ahead of staging as you wish.  Your pension scheme will remain in place until you need it.



Retirement Guidance - Free half day workshop

“It’s Your Time”
Thursday 17th September, 6pm-8pm, Branston Pavilion

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.
Book your place by calling 01283 761866 or emailing 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