Free Webinar
Financial Planning During Ministry for Retirement & Beyond
When: 9.30am Thursday 02 October 2025
Where: Zoom – link will be sent nearer the date
The aim of this seminar is to help clergy (and their partners) demystify financial matters, and to help you plan for your financial future no matter how far you may be from retirement.
We will be welcoming subject experts from The Church of England Pensions Board, clergy pension and housing teams; plus independent financial advisers from Ecclesiastical Financial Advisory Services.
The speakers will address personal financial planning issues and questions that in their experience face most clergy.
Key themes for the day:
· General financial planning hints and tips for retirement
· The importance of planning ahead
· Housing options including buying property (or remortgaging) during your ministry and how the church can help with retirement housing
· What to expect from the clergy pension scheme and considering the options for saving more
· Making the most of other pensions you might have
· Saving and investing hints and tips including tax efficiency, investment risks and ethical investment options
During the sessions, you will have the opportunity to ask the experts your financial questions.
Follow Up - After the session, should you wish, you will be able to arrange for the speakers to contact you at a convenient time for a one-to-one discussion about your circumstances. You will able to ask for this during the webinar.
To book your place, please email Lesley-Anne.Marriott@peterborough-diocese.org.uk
Clergy and spouse Preparing for Retirement Day 13 November 2025
Pleshey Retreat House, Chelmsford
We warmly invite clergy and spouses close to retirement to a one-day retreat to help prepare for this next transition in life
By popular request from those who have attended our Clergy Preparing for Retirement Conference, we warmly invite clergy who have reached the age of 60yrs and their spouse to this additional event.
Enjoy a day together in the quiet surroundings of Pleshey Retreat House that may help you – practically, psychologically and spiritually – prepare for this next transition in life. The day will include professional input from a psychotherapist and guest speakers, and we will be joined by a couple who have recently retired from ministry who will speak from experience.
Good lunch, quiet gardens and worship in a peaceful chapel.
More information from Lesley Steed - call 01473 298510.
The next regional Clergy Preparing for Retirement Conference will take place in May 2026 and more details will be available soon.
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Preparing for Retirement
dates to be decided
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Clergy and Spouse Pre-Retirement Day
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dates to be decided
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Funding available
CMD grants can be used towards the cost of either the residential or the day conference. Please speak to your local CMD Adviser or contact the CMD Administrator.