Engaging Workshops & Seminars

Heritage Financial Solutions Ltd have launched an initiative designed to address  employees’ concerns and requirements when they approach retirement. Heritage provide engaging seminars and money workshops for both employers and employees, our sessions can cover a range of topics from Auto Enrolment to our Pre Retirement Workshops which offer practical and effective advice.

Topics covered include:

  • Ins and outs Auto Enrolment
  • Estate Planning to protect assets and family
  • Investment, Savings, Risk, Tax
  • State Provision and Benefits
  • Health considerations and Lifestyle Planning

Unlike many other course providers, Heritage offers the most highly qualified representation from start to finish.  Each of our speakers are specialists in their chosen field, bringing a wealth of experience and industry knowledge to the workshops. We use a number of speakers to ensure each part of the presentation is engaging and specific.  This gives employees the necessary information to face their next phase of life with confidence.

By the end of the workshop, our aim is to equip employees with the right strategies for a more enjoyable and secure future.

Some Organisations we work with

WM Housing
Cheshire Police Federation
Orbit Housing Association
NEWCIS Care Services