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Pre-Retirement Course

This course is aimed to help those within 10 years of exercising pension options to achieve their retirement goals.

Do you know how much income your pension savings may provide for your retirement and are you on track?

It’s never too soon to start planning and this course will help you:

  • Help you plan for the lifestyle changes ahead
  • Maximise the benefits of your State Pension
  • An overview of Defined Benefit & Defined Contribution pension schemes
  • Make the most of your tax-free cash.
  • Understand the income options available from your pension!

Book your place on the course by clicking on the appropriate hyperlink within the 'Delivery' column.

Date Course Start Finish Delivery Training Room
21 January 2025 Your Financial Wellbeing 10:00 11:30 Online – Via Teams  
24 February 2025 Retirement 09:30 15:30 Face-to-Face TR1 (Max 15)
11 March 2025 Retirement 13:00 15:30 Online – Via Teams  
18 March 2025 Retirement 09:30 15:30 Face-to-Face TR1 (Max 15)
22 April 2025 Retirement 09:30 15:30 Face-to-Face TR2 (Max 20)
01 May 2025 Retirement (Teachers) 16:30 18:00 Online – Via Teams  
18 June 2025 Retirement 09:30 15:30 Face-to-Face TR2 (Max 20)
9 September Retirement 09:30 15:30 Face-to-Face TR2 (max 20)
22 September 2025 Retirement 09:30 15:30 Face-to-Face TR1 (Max 15)
01 October 2025 Your Financial Wellbeing 13:00 14:30 Online – Via Teams  
04 November 2025 Retirement 09:30 12:00 Online – Via Teams  
11 November 2025 Retirement (Teachers) 16:30 18:00 Online – Via Teams  
27 November 2025 Retirement 09:30 15:30 Face-to-Face TR1 (Max 15)

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