Professional Development – Pensions check-up: am I on track to retire?
30 September @ 10:00 - 11:30 BST
There is an old adage that ‘Time waits for no-one’, and this is particularly true when it comes to planning for retirement. Even when retirement seems like many, many years away, failing to plan properly can have significant ramifications for you and your family later down the line. In this presentation, we will be exploring some of the key questions you should be asking yourself when it comes to retirement planning and whether you are on track to achieve the retirement you deserve.
This is the second event in a series of three sessions, hosted by chartered financial planner, Lewis Paterson. These sessions will cover the basics of pensions and ways to better your preparation for retirement.
These three sessions are:
- 15 July – Pension 101: what, why and how
- 30 September – Pensions check up: am I on track to retire?
- 9 December – Pension retirement options
This series of events are for educational purposes and will be made as inclusive as possible to keep financial jargon to an absolute minimum. There will be plenty of time for a Q&A to discuss any points you may have.
#SoAatHome Professional Development events – free for SoA Members
As of Feb 2025, #SoAatHome professional development sessions will continue to be free as a member benefit. However, for non-members, the price is £35 including VAT.
Not a member, sign up here with our special #SoAatHome offer and get 20 per cent off for the first year of membership – use code SOAATHOME20.
Accordion Content
Access 20% off your first year of membership of the SoA with discount code SOAATHOME20
The Society of Authors is the UK’s biggest trade union for authors – representing more than 12,000 writers, illustrators, translators and other creative practitioners.
Our standard subscription rate is just £32.50 per quarter (£22.75 for students).
As an SoA member, you’ll get:
- Access to all our #SoAatHome events for free including the Professional Development sessions usually charged at £35 from Feb 2025
- Access to all our Feel Good Friday and Industry Insider events which are usually charged £5 from Feb 2025
- Access all #SoAatHome Vimeo professional development recordings so you can catch up in your own time
- Access Unlimited one-to-one professional advice
- Membership of our online and real-world professional networks and special interest groups
- A range of member-only discounts, including books, insurance and travel
- And much more
‘It was a surprisingly lovely way to meet fellow writers in a friendly, warm surrounding perfectly hosted by the SoA staff. Thank you for all the introductions, the welcome and the nourishment!’ – attendee from SoA in Person: Autumn New Members’ Party 2024
JOIN NOW | PRICING
Programme
- Welcome, introductions and housekeeping from Elizabeth Frattaroli – HR & Payroll Officer, SoA (3 mins)
- Presentation by Lewis Paterson (60 mins)
- Comfort break (5 mins)
- Q&A with audience – moderated by Elizabeth Frattaroli, SoA (20 mins)
- Summary and closing comments (2 mins)
Who is this session for?
This session is aimed at anyone that has established careers and have accrued pension and investments in the past, whether privately or through workplace arrangements.
What will this session cover?
- Why should I start planning for retirement?
- What does effective retirement planning look like?
- How do I know if I have enough to last me throughout retirement?
Send us your questions
If you would like to send questions in advance, email EFrattaroli@societyofauthors.org with ‘Pensions check-up’ in the subject header. We will prioritise questions sent in advance and answer as many as we can from the audience on the day.
#SoAatHome Fundraising Bookshop
Browse our virtual Bookshop.org store featuring books by authors and speakers taking part in the #SoAatHome. When you make a purchase using our affiliate links, a percentage will go to the Society of Authors’ Access Fund, giving authors support for travel, subsistence, childcare or access needs for events, residencies, and retreats.
The Line-up
Lewis Paterson
Lewis is a Chartered Financial Planner with more than a decade’s experience in wealth planning for individuals, SMEs and trusts. He is passionate about helping people reach their financial goals by first understanding their individual needs and circumstances in order to give a truly personalised approach to financial advice.
Website: www.copestonwealth.co.uk
Need to know
Accessibility
- Attendees will have the option to turn on the live transcript, to watch with subtitles
- If you require BSL interpretation for this event, please email events@societyofauthors.org
Before the event
- Once registered, you will be sent a confirmation email with the Zoom link
- If the confirmation email doesn’t arrive in your inbox, please check your junk/spam email folder
- Please add events@societyofauthors.org to your Safe Senders list so you receive our confirmation and reminder emails
During the event
- This online event will take place on Zoom Webinar; you will not be visible on screen but will be able ask questions via the Q&A function or interact via the chat box
- This event will be recorded but you won’t be on screen
- Attendees have the option to turn on the live transcript
- This event is 90 minutes
After the event
- Hashtag for this event: #SoAatHome
- SoA Members and paid attendees of this event will be able to catch the recording on our Vimeo channel (password protected) or members can access via the SoA website.
Booking
SoA Members: Please use the ‘Register – SoA Members’ form below and provide your details, including your membership number. If you’re unsure of your SoA ID, please email info@societyofauthors.org.
Non-members: Choose one of the two ticket options below, complete the registration form, then fill out the billing info to finalise your payment.
For event or registration questions, email events@societyofauthors.org.
SoA Members – Free
Non-Members – £35
Accordion Content
Access 20% off your first year of membership of the SoA with discount code SOAATHOME20
The Society of Authors is the UK’s biggest trade union for authors – representing more than 12,000 writers, illustrators, translators and other creative practitioners.
Our standard subscription rate is just £32.50 per quarter (£22.75 for students).
As an SoA member, you’ll get:
- Access to all our #SoAatHome events for free including the Professional Development sessions usually charged at £35 from Feb 2025
- Access to all our Feel Good Friday and Industry Insider events which are usually charged £5 from Feb 2025
- Access all #SoAatHome Vimeo professional development recordings so you can catch up in your own time
- Access Unlimited one-to-one professional advice
- Membership of our online and real-world professional networks and special interest groups
- A range of member-only discounts, including books, insurance and travel
- And much more
‘It was a surprisingly lovely way to meet fellow writers in a friendly, warm surrounding perfectly hosted by the SoA staff. Thank you for all the introductions, the welcome and the nourishment!’ – attendee from SoA in Person: Autumn New Members’ Party 2024
JOIN NOW | PRICING
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Giving authors support for travel, subsistence, childcare or access needs for events, residencies, and retreats
Every contribution helps us ensure that these needs and costs aren’t barriers to authors wishing to access events.
If you are in a position to help, please donate via the link below. If you are an author facing access issues, please click here to see if we can help.
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Register - SoA Member
Please use the booking form to register for this event.
Please email
events@societyofauthors.org if you have any questions.
