Online workshop – pre retirement planning
To support colleagues approaching retirement we provide for colleagues pre-retirement planning workshops to encourage a positive and realistic approach to a financially secure retirement, helping you to make informed choices about your retirement.
All colleagues considering retirement within the next three years will benefit from attending a workshop.
Course Objectives
- What actions and choices need to be considered in the lead up to retirement with pension plans
- What the State Pension may provide and when
- What are the key considerations to take into account with savings and investments
- What needs to be considered to combat inflation
- Understanding tax allowances on savings and investments and how to maximise availability of these allowances in retirement
- Understand the next steps and where to receive further guidance and regulated financial advice
Dates
- 27th September 9.30am – midday
- 21st November 9.30am – midday
Webinar hosting
The session will be on microsoft teams. You will be able to access it by clicking a provided link.
Find out more
on your pension and additional voluntary contribution (AVC) options available to you
Whether you have the voice of a songbird or sound like some ball-bearings in a blender, singing can have some remarkably positive effects.