our seminars
Just some of the seminars in stock
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Parrot Hosting
Starting a Business on a Budget
It has become popular for people who are retiring, or who may unfortunately have lost their jobs, to consider starting their own businesses. This is an ideal opportunity for HR departments to offer that little bit extra to their employees at a difficult time. Although commercially available to individuals, HR departments may arrange the seminar at reduced costs for their employees. Continue reading
Care Home Seminars
Those who require care in the UK have a series of legislative hoops to negotiate before discovering what (if any) benefits they may be entitled to in their later years.
Often benefits are either limited or non-existent and those who hold property or other assets within defined limits will face the prospect of having to raise the funds themselves.
The aim of the seminar is to alert the families of those receiving care to the alternative solutions available in the markets today. Long term care seminars are often arranged by care homes seeking to ensure a continuous private income from their residents, and are attended by residents and their families to help them retain as much of their personal asset base as possible.
For further details please call Paul Dean on 07725 406684, or use our Contact Form.
Pre-Retirement Seminars
Talking to Your People
At SeminarServices we place great value on communication. Employers know that it is important that they are seen to be in touch with their employees at times of change. We are therefore proud to offer a range of seminar services designed to keep you in touch, and offer a sense of being valued to your employees.
Retirement Seminars
Leaving the workforce and settling into a new way of life can be difficult for some. Caring employers will recognise that their employees often need help, support and guidance at this time. However cost has often been an issue.
We are pleased to offer employers a range of seminars designed to raise awareness of the issues involved at times of major change, typically retirement or redundancy. These seminars range from free half day seminars to more comprehensive two-day seminars for which there may be a charge.
Location
The seminars often take place at the employees’ place of work, but smaller employers may “pool” their employees and hold the event off site, enabling a number of employers to continue to support their employees without having to wait until several people require help. We have recently revised our policies and are offering these Pre-Retirement seminars to employees who may be within FIVE YEARS of their anticipated retirement date, whether or not they intend to fully retire. This gives plenty of time for employees to make any necessary amendments to their planning without the “last-minute rush” too often seen when other companies present.
A typical one-day agenda would run as follows:
Welcome
Adjusting to Change
Break
State Pension and Other Benefits
Company Pension Scheme
AVCs and the Open Market Option
Adjusting to Pension Income
Equity Release
Lunch
Inflation
Reducing Investment Risk
Case Study
Break
Mitigating Inheritance Tax
Long Term Care
Writing a Will
The Next Step
Timings and Content
Half-day seminars extract the most relevant topics from the above list, whilst two-day seminars will provide additional speakers, covering items such as CV Writing and Health in Retirement. Every employee will be given access to free, no-obligation independent financial advice if deemed appropriate by the employer, and this additional service is provided free of charge.
Every employee will have access to the same opportunities and quality of service, regardless of their level of need.
For further details please call Paul Dean on 07725 406684, or use our Contact Form.
Inheritance Tax Seminar
Due to recent changes in legislation the need for Inheritance Tax (IHT) planning is diminished for the majority of UK couples. However, there have been no significant changes for those who are single, whether or not they live alone, or those with significant amounts of personal wealth.
The seminar covers UK investment structures, IHT planning, and some of the various solutions available by combing the two. Planned to last just over one hour, the seminar serves as a useful introduction to the clients of solicitors and accountants, as well as independent financial advisers.
Of course we can also provide the necessary independent financial advice through recommendation where no other adviser is involved.
For further details please call Paul Dean on 07725 406684, or use our Contact Form.
Pensions Act 2008 Seminar
The Pensions Act 2008 outlines provision for forthcoming changes in 2012.
Few employers realise that in April 2012 all employees not currently in a pension scheme must auto-enrol in a scheme provided by the company for which they work. At this point both the employee and the employer must make mandatory payments into the scheme. However, once auto-enrolled, the employee can then withdraw from the scheme, only to be re-enrolled again three years later.
Companies without qualifying schemes must use a new vehicle, known as a Personal Account. Existing schemes must also comply with the new legislation.
Solicitors, accountants and HR departments are all asking for details of the new arrangements, and we have a prepared one hour seminar to cover the basics. Of course we can also provide the necessary independent financial advice through a chosen company if preferred, in which case it is likely that they will meet our fees.
For further details please call Paul Dean on 07725 406684, or use our Contact Form.
Other Seminars
Although the majority of seminars we do are of a financial nature, including the pre-retirement and redundancy seminars, we are happy to deliver any message you wish.
Paul Dean says:
“Having worked in the building construction industry for many years, during which a period of technical authoring was involved, and then switched careers to financial services, I feel able not only to grasp a point, but also to translate it into a message that’s easily understood, and which can be delivered in a concise and visually appealing way. I use the newest Microsoft PowerPoint presentation tools to avoid incompatability issues, and fully understand that all presentations should be mixed media to cater for the different learning styles of a mixed audience. I endeavour to make all presentations an entertaining as well as informative event, and no subject falls outside of the scope of what is possible”
For further details please call Paul Dean on 07725 406684, or use our Contact Form.
Mid-Career Seminars
Successful seminars should be aimed at people at time of need. This explains the success of Pre-Retirement and Long Term Care seminars. However, employees are often overlooked at an earlier stage in their careers, when arguably the need for advice on planning is at its greatest.
Our Mid-Career seminar is aimed at those with more than 10 years to go until their projected retirement date, and will include discussion on the Company Pension, Alternative Pension Planning, Protection (Life, Health and Critical Illness cover), Mortgages and General Financial Planning. We will also cover the new Pensions Act 2008 and Auto-Enrolment.
For further details please call Paul Dean on 07725 406684, or use our Contact Form.
Redundancy Seminars
Because we live in “straightened” times every company is having to look at its own costs. Staffing is usually the major cost and regrettably some companies have had to resort to reducing staff levels.
This is a last resort for most companies, but a simple overview of the broadcast news will reveal rising unemployment across the nation.
Generally speaking, companies will try to lose those who may naturally be leaving within a short time period by asking for voluntary redundancies, which of course will reduce the emotional impact. Some have to go further and announce compulsory losses.
Over the years we have found that the process of both voluntary and compulsory redundancies has been eased where the staff have felt some empathy with the company situation, and some degree of support prior to leaving. SeminarServices is here to take the burden of some of that responsibility from the employer’s shoulders.
We have been running Redundancy seminars (which are enhanced Pre-Retirement seminars) for many years, offering advice on Job Seeking, Money Management, What to do with your Pension, Protection, CV Writing and one or two other issues, often developed throughout the day.
For further details please call Paul Dean on 07725 406684, or use our Contact Form.
Investment Seminar (Including VCTs and EISs)
A basic introduction to investment planning designed to pique the interest of the delegate, thus generating business for an independent financial adviser.
Having run these seminars for some years it has become apparent that even the most seasoned “amateur” gains extra knowledge during the course of the event. The seminar covers investments and their application, from ISAs through to Venture Capital Trusts and Enterprise Investment Schemes. It then goes on to discuss how these schemes may supplement and enhance pension provision, using the generous tax advantages provided by the State.
The seminar runs for around and hour and a half and is designed for the clients of independent financial advisers, solicitors and accountants.
Of course we can also provide the necessary independent financial advice either through your own adviser, or through one recommended by us.
For further details please call Paul Dean on 07725 406684, or use our Contact Form.
