Join Lumin Financial Consultants Harvey Armstrong and Luke Furniss for a practical look at retirement planning in action.
In this session, our hosts will introduce the Lumin approach, walk you through a real case study and demonstrate our cashflow model live, showing exactly how it shapes smarter retirement decisions.
Register your place below.
For an insight into the session, watch the short clip below taken from Harvey’s introduction in our most recent Cashflow webinar.
Recent resources from our Knowledge Hub, downloadable factsheets, and Lumin’s ‘Financial Illumination’ podcast.
In your working life, you may have built a combination of workplace pensions, Stocks & Shares ISAs, property, and savings accounts. Without clear objectives, this can mean unnecessary risk, duplicated exposure and tax inefficiency.
Key aspects and tax considerations of pensions, from growing your pension to using it in retirement.
A robust plan provides an overall strategy to coordinate your decisions, balance your priorities, and achieve your goals, potentially leaving you thousands of pounds better off.
What do the upcoming ISA changes mean for your savings and investments? And what should you be thinking about before April 2027?
James Corcoran is joined by Jack Dudley to break down what the latest changes could mean for your long-term financial planning.
