Planning for retirement in the UK is becoming more complex. Pension rules change, tax legislation evolves, and inflation continues to shape long term outcomes.

This recorded webinar is designed to help you understand how your retirement planning, pensions, investments and tax strategy work together. Our specialists provide clear, practical guidance so you can build a retirement plan with confidence.

This webinar focuses on the key areas of financial planning for retirement in the UK. It breaks down complex topics into simple, actionable steps.

You will learn:

  • How to define what you need for a comfortable retirement income
  • How UK pension planning works alongside your wider financial strategy
  • Practical ways to reduce the impact of tax on retirement income
  • How inflation, legislation and market changes can affect your long term plans
  • The latest UK pension changes and what they could mean for you
  • How to build a flexible and future ready retirement strategy

Why retirement planning matters

A strong retirement plan helps you stay in control of your future. Without a clear strategy, it can be difficult to balance income needs, tax efficiency and long term growth.

By taking a joined up approach to pension planning and wealth management, you can:

  • Create a sustainable income in retirement
  • Adapt your plans as circumstances change
  • Make informed decisions about your financial future

At Progeny, we believe that connected financial thinking leads to better outcomes. Bringing together financial planning, tax and investment expertise helps ensure every part of your retirement plan works together.

Who this webinar is for

This session is relevant for anyone thinking about retirement planning, whether you are just starting or refining an existing plan.

It is especially useful if you are:

  • Around 5 to 10 years from retirement
  • Reviewing your pension and investment strategy
  • Unsure how much you need for retirement
  • Looking to improve tax efficiency in retirement
  • Seeking guidance on recent pension changes

Important Note

The information contained within this document is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

This article is distributed for educational purposes only. This communication does not constitute financial advice. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult your financial planner to take into account your particular investment objectives, financial situation and individual needs.

The opinions stated in this document are those of the author and do not necessarily represent the view of Progeny and should not be relied upon to make a financial decision.

Information contained herein has been obtained from sources believed to be reliable but is not guaranteed.

Any links to third party websites provided are for convenience only. We do not control, endorse, or guarantee the content, accuracy, or availability of these external sites. Users access these links at their own risk.

Please note

Tax treatment depends upon individual circumstances and is based on current UK tax legislation, that is subject to change at any time.

Meet the expert
Peter Denmark
Peter-Denmark_
Chartered Financial Planner

Peter is a highly qualified Chartered Financial Planner and Fellow of the Personal Financial Society, with over 20 years of experience in financial services. Based in Edinburgh, he joined Progeny in 2023 from Balmoral Asset Management and has been a qualified Wealth Management Specialist since 2013. 

Peter provides expert financial planning in Edinburgh, helping individuals and families build, manage and protect their wealth at every stage of life. He specialises in retirement planning, supporting clients through key life transitions and helping them achieve long term financial security with confidence. 

Alongside retirement advice, Peter delivers holistic financial planning across investment management, tax efficient strategies and wealth structuring. His joined up approach ensures that every aspect of a client’s financial plan is aligned to their goals and future ambitions. 

Peter works closely with clients across Edinburgh and the surrounding areas to create clear, tailored financial strategies. He is known for his pragmatic, client focused approach and his ability to explain complex financial matters in a simple and accessible way, giving clients clarity and peace of mind. 

Outside of work, Peter enjoys spending time with his family and making the most of the outdoors. He has a passion for skiing and mountain biking, and also enjoys skateboarding. He can occasionally be found on the golf course, albeit with mixed results. 

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