Planning for the Future

This course will encourage a positive and realistic approach to a healthy and financially secure retirement and help you decide at what age you would like to retire.

Who should attend? 

Anyone considering leaving employment on normal, early or ill health retirement, or taking flexible retirement, within approximately the next year or so, or who isn’t sure when they would like to retire. Partners are encouraged and welcome to attend.

2018 dates

Wednesday 28 February
9.30am - 3.30pm
Location: to be confirmed
Tuesday 24 April
9.30am - 3.30pm
Location: to be confirmed
Wednesday 25 July
9.30am - 3.30pm
Location: to be confirmed
Wednesday 3 October
9.30am - 3.30pm
Location: to be confirmed

Please note we may need to postpone this course should there be insufficient numbers to make it viable.

How to book this course (PDF)

What will it cover?

  • Changes in your lifestyle and options available to build a new way of life 
  • Practical doable actions to protect your health in retirement 
  • Choices you need to make about your occupational pension before you leave 
  • Where you can expect income from, and how it is taxed differently in retirement 
  • What banks, building societies and a range of investment assets can do for you 
  • Why increased life expectancy increases the dangers of inflation, and how to combat it 
  • How to minimise investment risk, and guaranteed investments 
  • How to ensure your estate is passed to your intended beneficiaries
  • How to deal with long term care costs and inheritance tax 
  • The opportunity to request Independent Financial Advice -consultation is free of charge and without obligation or pressure

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