Pre-Retirement Counselling
Sterling Financial Services are often asked to provide guidance for employees approaching their normal retirement age or considering early retirement.
Our seminar is designed to help prepare individuals financially and to give them an indication of what to expect from their pension and savings in retirement. The subjects covered tend to be personalised to the audience and are often coordinated with human resources to encompass much more than just financial matters.
The content tends to be quite varied, but is generally designed as a training session to ensure that the delegate does not fall into common financial traps we often encounter and to suggest methods of maximising income from investment
