Key seminar slides

Total Reward Benefits

The Total Reward Benefits webinar is designed for all employees and aims to help you make the most of the numerous benefits available from Haleon.

Key slides cover the following:

• Salary Sacrifice and the money you could save
• Share Reward and Share Save and their value to you
• An introduction to the Haleon Pension Plan and the value of contributions from Haleon
• Haleon ’s Tax-Free Plans
• How Haleon Benefits can be used to help you achieve your financial goals

All you need to know about Share Reward

The Share Reward seminar is designed for all employees and aims to help you understand the advantages of saving into the Share Reward scheme along with other important considerations.

Key slides cover the following:

• What is the value of Salary Sacrifice and how it works
• An overview of Share Reward with worked examples
• Your options at the end of 5 years
• The possible risks of holding a large number of shares in one company
• How Share Reward may benefit your retirement savings

Planning your financial future

This online seminar is designed for those who are at the start of their career. The session will help  you understand some of the key financial considerations at this time

Key slides cover the following:

• Budgeting and  setting of financial goals
• Managing debts
• An introduction to savings and investing
• The Haleon pension plan

Planning your financial future

Meeting your future financial goals

This online seminar is designed for those who are in the middle of their career and are thinking about their longer term financial future.  The session will help you understand some of those longer term financial considerations.

Key slides cover the following:

• A review of you existing finances
• Different types of borrowing
• Making the most of the Haleon pension plan
• Different types of saving and investing and the risk considerations.
• An introduction to estate planning

Meeting your future financial goals

Preparing for your retirement

This online seminar is designed for those thinking about retiring in the next 5 to 10 years. This session will help you understand what your retirement may look like and create and implement a retirement plan whilst considering tax efficiency.

Key slides cover the following:

• Costs associated with retirement
• Where is the money coming from?
• How to generate your retirement income
• Choosing the right option
• Pension investment options
• What to do with non pension savings
• Taxation

Preparing for your retirement

Annual pension allowances

This online seminar is designed for those who have an annual allowance issue. This session looks at how the Annual Allowance can limit the tax efficiency of your pension contributions, and the potential tax charge for exceeding the allowance. We will also consider the limits to the tax-free cash that apply when receiving your pension.

Key slides cover the following:

• How does the limit work
• Carry forward of your annual allowance
• How the tapering works for those earning in excess of £200,000
• Tax-free cash protection
• Tax implications of exceeding this limit

Savings and Investments

This webinar is designed to give you an overview of everything you need to know about savings and investing.

Key slides cover the following:

• Setting savings goals
• Creating an emergency fund
• Risk vs return
• Haleon share plans
• Tax allowances that are available

Savings and Investments

Estate Planning

This webinar is designed to help you with the planning of your estate and some of the key considerations.

Key slides cover the following:

• Inheritance tax
• Making gifts during your lifetime
• Intestacy rules and will writing
• Power of attorney

Estate Planning

Maximising your share save knowledge

This online seminar is designed for those interested in Haleon’s share save scheme. The session will help you understand how the Share Save scheme works.

Key slides cover the following:

• How Share Save works
• Share Save 2024 invitation
• Your options at maturity
• How tax could apply to any gains
• Diversifying your investments
• Next steps

Maximising your share save knowledge

Planning your future finances

This webinar is designed to give you an overview of everything you need to know about redundancy.

Key slides cover the following:

• Key redundancy information
• Receiving your redundancy pay
• Taking a break in employment
• Starting a position with a new employer
• Your workplace pension
• Other Haleon benefits
• Reviewing your retirement savings
• Next steps

Planning your future finances