10 steps to planning for your retirement

In this webcast, Chartered Financial Planners Haydon Waldek and Olivia Bowen will guide you through ten simple steps to plan for the retirement you want.

Why you should attend

By watching this webcast you'll find out how to align your finances with your own personal values, so you can enjoy a fulfilling and enjoyable retirement. Our expert advisers will help you understand some of the considerations you need to factor in when formulating your plans for retirement, in order to make the most of your money and be able to meet your longer term objectives. We'll cover considerations to plan and prepare for, such as care fees, taxes, inflation, inheritance and issues around selling a business, along with offering ways to use your money to make a positive difference. Not only will you gain greater clarity about the steps you need to take, but hopefully you'll feel more confident that you'll be able to help loved ones and the causes you care about now, without the fear that your money will run out in future. By understanding where you want to be when you retire, you’ll learn how to formulate a plan that will help you towards this goal. This webcast is aimed at individual (retail) investors, who would like to understand how to plan for their retirement and use their assets to do good.

About the speakers

Haydon Waldek - Haydon is a Chartered Financial Planner and a partner in Castlefield’s financial advice team. He has almost 30 years experience within financial services and specialises in advising thoughtful, value-driven clients with complex affairs and multiple financial goals. Alongside being a Chartered Financial Planner, Haydon is an accountancy graduate and a fellow of the personal finance society; all of which seems to help when applying a holistic approach to organising and advising the financial affairs of high net worth clients.

Olivia Bowen - Olivia is a partner within the financial advice team at Castlefield, advising on a wide range of aspects of financial planning. She is a Chartered Financial Planner and has advanced qualifications in taxation & trusts, investment & risk and the financial planning process. In 2017 she was delighted to win the Personal Finance Society’s Investment Specialist of the Year Award. Olivia has also appeared on Channel 4’s award-winning investigative current affairs programme Dispatches, BBC’s Rip-off Britain and as an expert guest on Radio 4’s Moneybox.


Resources referenced within

Castlefield 10 steps to planning for your Retirement Factsheet

Castlefield Personal Taxation Table

Money Advice and Pension Service

Money Advice Service (now MoneyHelper)