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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
29 January 2026 Planning for Retirement 09:30 12:00 Online via Microsoft Teams  
03 March 2026 Planning for Retirement 09:30 15:30 Elgin  
23 April 2026 Planning for Retirement 09:30 15:30 Elgin  
20 May 2026 Planning for Retirement 09:30 12:00 Online via Microsoft Teams  
02 June 2026 Planning for Retirement 09:30 15:30 Elgin  
30 June 2026 Planning for Retirement 09:30 12:00 Online via Microsoft Teams  
17 September 2026 Planning for Retirement 09:30 15:30 Elgin  
14 October 2026 Planning for Retirement 09:30 12:00 Online via Microsoft Teams  
11 November 2026 Planning for Retirement 10:00 16:00 Elgin  
01 December 2026 Planning for Retirement 09:30 12:00 Online via Microsoft Teams  

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