Making the Pension Decision

Kamal headshot

Mandatory requirements, multiple options, survivor benefits…? How do you make decisions that are sound, not just for now, but for the long term?

It is becoming increasingly difficult to manage multiple income streams from the many sources that will fund our retirement. We often change jobs and it is possible to end up with 3 or 4 different kinds and sources of pensions, not to mention government benefits.

In this workshop you will learn:

  • The factors involved in knowing when to start your pension
  • Different options and what they mean: annuities, bridges, guarantee periods
  • Survivor benefits – their costs and advantages
  • Multiple stream income planning and the taxation consequences

Check out the webinar recording here: