Financial wellbeing: high earners and complex situations

As part of our wellbeing offer, the HR team has joined up with financial experts, Eulogie.

Webinar content

• Wealth protection, accumulation and distribution stages
• NHS pension overview
• Pension freedoms
• Annual allowance issues
• Pension carry forward potential
• Lifetime allowance and 55% tax rules
• Taxation trap at 60%
• Inheritance tax issues
• Estate planning

Book your place on ESR

• Login to your ESR
• Go to My Learning on the left-hand side column
• At the top of the page, search for ‘HWE Financial Wellbeing’ in the search field and click Go
• Locate the webinar you want from the list and click on the yellow enrol icon
• Select the blue Apply button
• You should then receive an email confirming your booking
• Add the webinar to your Outlook calendar. Go to the Enrolments tab on your My Learning page and select Add to Outlook on the right-hand side

If you have any questions, please email the Training team.