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Unison Bedford Hospital Branch 01427

The services Lighthouse Financial Advice offers UNISON members

Wednesday, June 10, 2015

We deliver a range of complimentary surgeries and seminars including:

  • Financial Surgery Day: (Surgery Days gives the member an opportunity to have a 30 minute complimentary consultation with a financial adviser.  We arrange for an advisor to be in the workplace or branch for the day and the members can book their complimentary  1-2-1 with the advisor.  All we require is a small private room with 2 chairs and a table).
  • Pre-Retirement Seminar; (aimed at those within 1-5 years of retirement).
  • Pension Seminar; Covering the LG or NHS Pensions.
  • Redundancy Surgery/Seminar: (to help those involved with financial planning for the future, assist with budget planning in the shorter term through to tax efficient ways of utilising the funds being received).

General Information Leaflet

Retirement Information Leaflet

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