Life After Work planning

Our services

Working out how much money an individual will need for their life after work is no easy thing. Each of your employees is likely to have lots of options when it comes to ensuring their finances are adequate to meet their needs for the future.

The Life After Work Helpline

Your employees need assistance to get the most from their pension savings. They may need detailed financial advice or they may just want someone to talk to so that they better understand their options. The Life After Work team is here to help. Through the wider Jelf team there is a range of additional services for those that need more than just information, such as a whole of market annuity broking service and Chartered Financial Planning expertise.

Financial planning workshops

We can provide workshops for groups of employees to help make sure:
- They are getting the basics right, including budgeting and shopping around to save money.
- They get the big decisions right, such as when to access their pension savings using the new   pension freedoms from April 2015.
- They are able to do their own financial planning but also know when and where to get help.
Our workshops are focussed on making a practical difference in the financial plans of each delegate, whether it’s finally getting around to making a Will or having the confidence to retire.
Individual clinics
We also offer an option of 1-1 ‘Financial Expert Friend’ clinics in the workplace. These meetings again recognise that people sometimes just want someone to talk to. Each employee gets an agreed amount of time where they can discuss financial issues, whether that’s to help them establish their financial preparedness for retirement or discussing inheritance tax planning.