Friendly, expert-led classes to help make sense of pensions, retirement planning and the mid-life muddle.
Pension advice
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A new way to sort your future: retirement planning gets a much-needed makeover. WhenI’m is an exciting new way to invest in your future, launching in Haywards Heath this spring. Local pensions expert, Jude Gardner, is bringing people together to tackle the midlife muddle in a way that makes it straightforward, sociable and dare we say it – even enjoyable! Forget sterile, jargon-heavy webinars that leave you more bewildered than ever. This is your chance to spring clean your pensions and retirement planning.
Let’s be honest: when did you last look at your pension? If it’s languishing at the bottom of your to-do list, you’re in good company. Between work, kids and aging parents, planning for our future frequently gets pushed aside. Enter WhenI’m – a refreshingly different approach to sorting your financial future. Founded by Jude Gardner, WhenI’m brings people together to tackle their finances in a friendly accessible environment. Over a 25-year career in customer research for pension and finance companies, Jude has helped numerous people understand the finances we were never taught at school, but that can be truly lifechanging. And it was a life-altering moment in Jude’s own life that provided the inspiration for WhenI’m. In 2023, Jude received a devastating leukaemia diagnosis. Eight gruelling months of hospital treatment and chemotherapy followed. And then, just when she felt she was finally out of the woods, a redundancy became her catalyst. Jude found herself asking: what really mattered? The answer came in the middle of the night. “The thing I loved most about my job was bringing people together,” Jude explains. “Helping them understand things. Seeing people leave buzzing because they’d learned something that made them think differently about their future.”
By the time she reached the milestone moment of being one-year cancer-free, Jude had worked out a full plan for WhenI’m, with a determination to help people feel empowered rather than lost when planning their futures.
The brand’s fairy lights represent what it’s all about for Jude – bright ideas, connections, and hope. WhenI’m fills a gap in the market that many will recognise. Right now, with retirement planning options limited to providers who will only discuss their own product ranges, government websites offering no personalised guidance, or financial advisors offering advice that can feel financially out of reach – too many are postponing planning with damaging consequences. WhenI’m fills that gap with something different and new: friendly, expert-led classes with no jargon, judgement, or sales pitch. Just practical, empowering financial education in plain English to give you the confidence to get started. Crucially, the small hands-on classes bring you into a room with local people at the same life stage, giving you the time, headspace, and education to get sorted – together, hopefully sparking new friendships.
WhenI’m offers two classes – one for under 50s and one for those closer to retirement:
• WhenI’m… sorting out my pensions and retirement planning – for those in their 30s to 50s looking to sort out retirement planning
• WhenI’m… looking to live off my pensions and start enjoying retirement –for those thinking about reducing hours or finishing work, and turn retirement savings into income that will last.
People can attend classes on their own, or as a couple, and can pick from women-only, men-only, or mixed groups. Course costs have been kept accessible and most people will cover these by recovering lost pensions, reducing charges, understanding tax benefits, or improving investments.
Feeling inspired? Book a free 15-minute catch-up or sign up to a course today. Together, we’ll get it together.
