Key seminar slides

We understand that when attending a seminar or listening to a live webinar that there is a lot of information to take in and that it would often be helpful if you could review highlights of the session you attended in your own time.

To help with this, you can download key slides from the session you attended. Please see below to learn more.

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

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

Understanding tax

These sessions look at how tax at your salary level is calculated and affects your monthly income and also aim to give you a better understanding of the tax implications.

Key slides cover the following:

  • Tax at your earned income
  • Income tax and National Insurance
  • What the tax codes mean and how they work
  • Examples of how tax is applied
  • Loss of benefits and personal allowance

Savings and Investments

These key sessions are designed to give you an overview of everything you need to know about savings and investing. This advanced session has been created to provide a more in-depth understanding on investments and taxation.

Key slides cover the following:

  • Setting savings goals
  • Creating an emergency fund
  • Risk vs return
  • Haleon share plans
  • Dividends tax and allowance
  • Diversification
  • Passive investment funds, including ETFs
  • Using an ISA to invest and the rules for holding multiple ISAs (inc LISA)

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

Maximising your Sharesave knowledge

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

Key slides cover the following:

  • How Sharesave works
  • Sharesave 2025 invitation
  • Your options at maturity
  • How tax could apply to any gains
  • Diversifying your investments
  • Next steps

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

Improving your financial life skills

The Life Skills webinar is designed for all employees and aims to help review your financial position and create a budget plan.

Key slides cover the following:

  • Review your current financial position
  • Managing borrowing
  • Your workplace pension
  • Savings and investments
  • Next steps