Mercer’s Financial Education Clinic – Helping You Plan for the Future We are excited to invite you to Mercer’s Financial Education Clinic, a group session designed to help you take control of your financial future. This session will provide expert guidance on key financial topics, equipping you with the knowledge to make informed decisions about your finances. What Will Be Covered? During this session, we will explore: The importance of making a will and the potential risks of not having one The role and significance of Power of Attorney documents An overview of inheritance tax Possible planning strategies and solutions to manage estate matters effectively This interactive session will give you the opportunity to gain practical insights and ask questions to help you better understand how to plan and protect your financial legacy. Whether you're thinking about the future for yourself or your loved ones, this session will provide valuable guidance to support your estate planning journey. We encourage all employees to attend and take advantage of this valuable financial education opportunity. Session Details: Date: 12th November 2025 Time: 9:30 a.m. – 10:30 a.m. Location: Virtual
Mercer’s Financial Education Clinic – Helping You Plan for the Future We are excited to invite you to Mercer’s Financial Education Clinic, a group session designed to help you take control of your financial future. This session will provide expert guidance on key financial topics, equipping you with the knowledge to make informed decisions about your finances. What Will Be Covered? During this session, we will explore: Key steps to build a strong financial foundation early in your career Strategies for saving effectively and getting onto the property ladder The importance of starting a retirement plan early Building confidence around financial decision-making as a young professional This interactive session will give you the opportunity to gain practical insights and ask questions to help you take control of your financial future from the very beginning of your career. Whether you're just starting out or looking to strengthen your financial understanding, this session will offer valuable tips and tools to support your goals. We encourage all employees to attend and take advantage of this valuable financial education opportunity. Session Details: Date: 12th November 2025 Time: 11:00 a.m. – 12:00 p.m. Location: Virtual
Mercer’s Financial Education Clinic – Helping You Plan for the Future We are excited to invite you to Mercer’s Financial Education Clinic, a group session designed to help you take control of your financial future. This session will provide expert guidance on key financial topics, equipping you with the knowledge to make informed decisions about your finances. What Will Be Covered? During this session, we will explore: Strategies for saving and investing Tax considerations when building wealth Goal setting and meaningful ways to save for the future This interactive session will give you the opportunity to gain practical insights and ask questions to help you better understand how to manage your financial well-being. Whether you’re planning for the short term or thinking about the future, this session will provide valuable financial knowledge to support your journey. We encourage all employees to attend and take advantage of this valuable financial education opportunity. Session Details: Date: 20th May 2025 Time: 11:00 a.m. – 12:00 p.m. Location: Virtual
Mercer’s Financial Education Clinic – Helping You Plan for the Future We are excited to invite you to Mercer’s Financial Education Clinic, a group session designed to help you take control of your financial future. This session will provide expert guidance on key financial topics, equipping you with the knowledge to make informed decisions about your finances. What Will Be Covered? During this session, we will explore: Options available at the point of retirement Tax considerations Key areas individuals should understand to help plan effectively for retirement during their working careers This interactive session will give you the opportunity to gain practical insights and ask questions to help you better understand how to manage your financial well-being. Whether you’re approaching retirement or planning well in advance, this session will provide valuable financial knowledge to support your journey. We encourage all employees to attend and take advantage of this valuable financial education opportunity. Session Details: Date: 20th May 2025 Time: 9:30 a.m. – 10:30 a.m. Location: Virtual
Mercer’s Financial Education Clinic – Helping You Plan for the Future We are excited to invite you to Mercer’s Financial Education Clinic, a group session designed to help you take control of your financial future. This session will provide expert guidance on key financial topics, equipping you with the knowledge to make informed decisions about your finances. What Will Be Covered? During this session, we will explore: The fundamentals of creating a financial plan Preparing for the unexpected Setting financial goals Using the right approach to build a secure financial future Key tax considerations to be aware of This interactive session will give you the opportunity to gain practical insights and ask questions to help you better understand how to manage your financial well-being. Whether you're just starting out or looking to strengthen your financial plan, this session will provide valuable guidance to support your journey. We encourage all employees to attend and take advantage of this valuable financial education opportunity. Session Details: Date: 15th July 2025 Time: 9:30 a.m. – 10:30 a.m. Location: Virtual
Mercer’s Financial Education Clinic – Helping You Plan for the Future We are excited to invite you to Mercer’s Financial Education Clinic, a group session designed to help you take control of your financial future. This session will provide expert guidance on key financial topics, equipping you with the knowledge to make informed decisions about your finances. What Will Be Covered? During this session, we will explore: Financial challenges that women may face throughout their lives Pension gaps and the financial impact of career breaks or part-time work Broader financial disparities experienced by women How we can all build awareness and contribute to financial equity Although this session is titled Female Finance, it is open to all employees and aims to raise awareness and understanding of these important financial topics. This interactive session will provide the opportunity to ask questions and gain insights into how to navigate and support financial well-being across different life circumstances. We encourage all employees to attend and take advantage of this valuable financial education opportunity. Session Details: Date: 15th July 2025 Time: 11:00 a.m. – 12:00 p.m. Location: Virtual