Webinar: Navigating Retirement Planning and Cashflow

WEBINAR

Navigating retirement planning and cashflow

At our recent ‘Navigating Retirement Planning and Cashflow’ webinar, Harvey Armstrong and Luke Furniss took a look at retirement planning in action – and the crucial role cashflow modelling plays.

In the session, they introduced the Lumin approach, walked through a real case study and gave a live walk-through of our cashflow model software, revealing how it shapes into smarter retirement decisions.

You can watch the full recording below, or head over to our YouTube channel to find the three key takeaways from the webinar in short clips.

Take the next step: Your personalised cashflow model

Do you want to see how the cashflow model can be applied to your own situation?

Fill out the form below to receive a complimentary cashflow model meeting specifically tailored to your circumstances.

Once you have filled out the form, our team will be in touch to arrange a meeting with one of our Financial Consultants. At this meeting, they will walk you through the specific cashflow model they have designed for you – giving you greater clarity around your current financial situation.

In accordance with our Privacy Policy, you can withdraw consent to process your data at any time by contacting us.

RESOURCES

More from our experts

Recent resources from our Knowledge Hub, downloadable factsheets, and Lumin’s ‘Financial Illumination’ podcast.

KNOWLEDGE HUB

Have you built a financial plan or just collected investments?

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.

FACTSHEET

Your options for your pensions

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.

PODCAST

ISA changes 2027 explained

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.

SEMINARS

Pensions & Inheritance Tax

Join our Financial Consultants in-person at one of our regional seminars to understand exactly how the IHT changes will affect your pension and what you can do before April 2027.

01What the rule changes mean for your retirement and estate planning strategy
02Practical, legitimate ways to reduce a future IHT bill
03Live Q&A with our Financial Consultants
04Refreshments and time to speak with the team afterwards

Whether you’re planning for retirement or protecting your legacy, these free sessions are designed to help you stay ahead of the curve and make confident, informed decisions for your future and your family. Register via our seminar form.

Free seminar

Book your place

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Poole, Friday 30 October, 10.00am – 11.30am Venue: The Italian Villa at Compton Acres, 163 Canford Cliffs Road, Poole, BH13 7ES

London, Wednesday 4 November, 10.00am – 11.30am Venue: Burgh House, New End Square, London, NW3 1LT

St Albans, Friday 6 November. 10.00am – 11.30am Venue: Sopwell House, Mill House Lane, St Albans AL1 2HQ

Henley, Wednesday 11 November 10.00am – 11.30am Venue: Leander Club, Henley on Thames, RG9 2LP

London, Thursday 12 November, 6.00pm – 7.30pm Venue: RAF Club, 128 Piccadilly, London, W1J 7PY

Bishops Stortford, Friday 13 November 10.00am – 11.30am Venue: Bishops Stortford Golf Club, Dunmow Road, Bishops Stortford CM23 5HP

Marlow, Wednesday 18 November. 10.00am – 11.30am Venue: Danesfield House, Henley Road, Marlow SL7 2EY

London, Friday 20 November, 10.00am – 11.30am Venue: Roehampton Club, Roehampton Lane, London, SW15 5LR

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GET IN TOUCH DIRECTLY

Book a meeting with one of our Financial Consultants

If you have specific questions about how cashflow modelling can support your retirement goals, arrange a free, no-obligation meeting with a Lumin Financial Consultant.

"Our mission is to help you feel financially confident for retirement."

JASON COPPARD
Chartered Financial Planning Manager

Complimentary first meeting

Understand your options

In this short meeting, a Financial Consultant will look at how your current plans align with your retirement goals and outline the potential options available to you.

Tell us a little about your finances and current retirement plans.

We match you with a Financial Consultant in your area.

Have a free, no-obligation call or in-person meeting at a time that suits you.

or call 03300 564 446

Lumin Wealth Management Limited and Lumin Wealth Limited are both owned by Lumin Group Limited.

Lumin Wealth™ is a trading name of Lumin Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA) No. 775068.

Registered Address: 2nd Floor, 4 Beaconsfield Road, St Albans, Herts, England, AL1 3RD.
Company Registered in England and Wales—Company No. 03381115

Lumin Wealth™ is a trading name of Lumin Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority (FCA) No. 580185.

Registered Address: 2nd Floor, 4 Beaconsfield Road, St Albans, Herts, England, AL1 3RD.
Company Registered in England and Wales – Company No. 07366158