Pensions near retirement – Turning savings into confidence and choice – Session 3 of 3

IIL Pension Webinar Series: The third of three pensions webinars delivered by Alina Burlacu. In this webinar, she outlines the key pension decisions near retirement and how they shape long-term income and wellbeing.

The years leading up to retirement are filled with high-impact decisions – many of which feel confusing, emotional or irreversible. Timing, tax, income choices and fear of running out can undermine confidence just when clarity matters most.

This session cuts through complexity to explain the most common pitfalls people face near retirement and the practical opportunities to improve outcomes. Delivered through a blend of education, coaching and mentoring, the session helps participants understand their options, avoid costly mistakes and build confidence in the transition ahead.

The focus is not just on financial security but also on peace of mind, choice and wellbeing in later life.

Learning objectives

• Understand the key decisions that affect retirement income
• Learn how to avoid common pension and tax mistakes
• Build confidence in turning pension savings into a sustainable income

Speaker(s)