We understand that when attending a WEALTH at work seminar there’s a lot of information to take in.
To help with this, we have put together key slides from the seminar you attended. Please see below to learn more:
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Early Career – These slides cover:
Setting financial goals
Managing debt
Savings and Investments
Pensions
Mid Career – These slides cover:
Reviewing your financial goals
Managing debt and mortgages
Saving and Investments
Pensions
Estate Planning
Late Career – These slides cover:
Saving for your future
Pension freedoms
Investing your pension
Estate Planning
Savings and Investments – These slides cover:
Savings plans for the short medium and long term
Ways to save and invest
Taxation
The impact of inflation
Estate Planning – These slides cover:
The importance of estate planning
Inheritance tax
Making gifts
Intestacy rules
Power of attorney
Elements 2025 – These slides cover:
Your benefits
The JPM Pension Plan
Selecting your benefits
Pension Tax Limits – These slides cover:
What the allowances are and how they are applied
Identify if you are impacted
Options if you exceed the allowance
Going on parental leave – These slides cover:
Changes in spending
How to budget
Benefits and support from JPM
Impact on retirement savings
Returning from parental leave – These slides cover:
How future costs may change
Impact on family income
Saving for the future
JPM benefits
Cost of living crisis – These slides cover:
Inflation, energy bills and current support
Managing your income tax position
Tax on savings and investments
Your workplace pension
Reviewing your borrowing
Starting your financial journey (Graduates) – These slides cover:
Budgeting
Debt
Savings and investments
Your workplace pension
An introduction to your finances – These slides cover:
Setting financial goals
Managing debt
Savings and investments
Your pension
Next steps
These slides are specifically for ex veterans and former full time athletes as they also refer to your non JP Morgan pension benefits.
Early Career – These slides cover:
Setting financial goals
Managing debt
Savings and Investments
Pensions
Mid Career – These slides cover:
Reviewing your financial goals
Managing debt and mortgages
Saving and Investments
Pensions
Estate Planning
Late Career – These slides cover:
Saving for your future
Pension freedoms
Investing your pension
Estate Planning