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Pre-Retirement Workshop PM (Pension)

Virtual Learning Platform, Virtual Learning Platform
Course Tutors
Christine Kirby
Admin Contact
Target Audience
All Staff
target audience
Course Types
Course categories
All Schools / Ethnic Minority Achievement / Educational Psychology / Health and Safety / NQTs / PCC Requirements / Primary Schools / Religious Education - SACRE / SEN / Secondary Schools / Training for CCG Staff / Training for PCC Staff / Gosport Borough Council / Solent NHS
Health Safety and Wellbeing
Course description

To encourage a positive and realistic approach to a financially secure retirement and help delegates make informed choices about their retirement
This workshop is for anyone, regardless of grade considering retirement within the next three YEARS

Training objectives

The object of this workshop is to enable delegates to consider all aspects of their forth coming retirement and help them make informed choices.

Learning outcomes

By the end of the workshop delegates will have considered:

  • Changes in their lifestyle and options available to build a new way of life

  • Choices they need to make about your occupational pension before you leave

  • Where they can expect income from and how it is taxed differently in retirement

  • What different savings and investments can do for them

  • Why increased life expectancy escalates the dangers of inflation and how to combat it

  • How to ensure their estate is passed to their intended beneficiaries

  • How to deal with long term care costs and inheritance tax

  • Their next steps & where they can receive further guidance & advice

Additional Information
Start Date
Tuesday 13 April 2021
End Date
Tuesday 13 April 2021
Closing Date
Thursday 8 April 2021
13:00 - 15:00
Maximum Places
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Number of Sessions