Share page 
You are here: Home News and Events Events

 

Event details

Financial Planning During your Ministry & Beyond

Speakers: Subject experts from The Church of England Pensions Board, clergy pension and housing teams; plus independent financial advisers from Ecclesiastical Financial Advisory Services.

This session is aimed at helping clergy (and their partners) demystify financial matters and helping you plan for your financial future no matter how far you may be from retirement. The speakers will address personal financial planning issues and questions that in their experience face most clergy, the key themes of the session centre around:

  • General financial planning hints and tips
  • The importance of planning ahead
  • Housing options including how the church can help and buying property (or remortgaging) during your ministry
  • What to expect from the clergy pension scheme and considering the options for saving more
  • Protecting your family
  • Saving & investing hints and tips including tax efficiency, investment risks and ethical investment options
  • Answering your financial questions (questions from the audience are encouraged)

During and after lunch, there will be an opportunity to meet one to one with any of the speakers for personal advice. If you would like to arrange a meeting in advance, please let us know when you book your place. 

Date:

Tuesday 3 September 2019

Time:

10am - 1pm

Location:

Bouverie Court, Bedford Road, Northampton NN4 7YD. Parking is limited so please car share if possible or/and park if need be up at the nearby hotel and walk to Bouverie.

Entry details:

A free sandwich lunch is being provided by Ecclesiastical. Please indicate your dietary requirements when booking.

Email:

bookings@peterborough-diocese.org.uk