Seminars

The IFS Group is vastly experienced in presenting seminars on various topical financial issues to groups.

We work for, and with, a number of organisations in running these events and, although each can be designed

individually, we do have a series of ‘standard’ seminars including wealth management, pre-retirement, redundancy,

mid-life crisis and pensions.

They are delivered in a generic, non-threatening way and are always regularly described by the audience as being

professional, useful and worthwhile. They enhance the image of the organisation and provide an added professional

resource to the HR department at minimal cost.

Our speakers are qualified, experienced advisers who are able to answer general questions from the floor, and are

able to channel any individual requests for advice to our national team of advisers.

Our charges vary, according to the organisation’s needs, but are always competitive. But most important of all, the

organisation can be reassured that the seminar will be delivered positively and effectively by a professional,

experienced company.

OUR CLIENTS

• Several NHS Trusts including Oxfordshire, Berkshire, Wiltshire, Weston Super Mare and others
• Federation of Small Businesses
• National Union of Journalists
• Nationwide Group Staff Union
• ASLEF (Train Drivers Union)
• Alliance & Leicester Group Union of Staff
• Portman Staff Association  

TOPICS 

Wealth Management

• Investment Option – overview
• Risk Management
• Taxation
• Planning for Financial Goals
• A Perfect Investment ?

  Pre-Retirement

• What can I expect ?
• What about the State ?
• How can I maximise my pension ?
• What Options do I have ?
• What should I do now?

  Estate Planning

• Wills / Powers of Attorney
• Taxation, including Inheritance Tax Planning
• Long Term Care

  Redundancy Counselling

·         What are my options ?

·         What should I do financially now ?

·         What Benefits can I get ?

·         What is the Tax position ?

Pensions

·         Overview – Personal, Company, State Pensions

·         Review of current legislation

·         Options available

·         Make the right choice

The above items give a flavour for each seminar, with the subject matter itself covered comprehensively in a plain

English, understandable way.     

Should you wish to discuss a seminar for you organisation please contact Paul Baker at The IFS Group on 01453

797500 or email paul.baker@theifsgroup.com