Mid-Career Financial Planning (Pension +)

Endeavour Training Room, Civic Offices, Floor 1, Core 6, Guildhall Square
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 / Primary Schools / SEN / Secondary Schools / Training for CCG Managers / Training for CCG Staff / Training for PCC Staff
Course description

This course is aimed at individuals wishing to take control of their finances for a secure future. Looking at information on mortgages, understanding your pension savings, state pensions and benefits, investing in the future and tax efficiency.

Training objectives

You will be able to identify what your employer and the state provides for you compared to what you would like or need in key areas of financial planning during your working life, and if there are any shortfalls, what your options are.

Learning outcomes

•To raise awareness of key financial planning issues relevant to your working life and how to plan for them in the most tax efficient and cost effective way
•To understand what the state and the employer provide in the event of each of these key areas and the options if you have a shortfall
•To encourage personal responsibility for financial security
•To encourage greater confidence in financial matters through increased financial knowledge
•Understand your next steps and where you can receive further guidance and advice.

Additional Information
Start Date
Tuesday 14 July 2020
End Date
Tuesday 14 July 2020
Closing Date
Saturday 11 July 2020
10:00 - 12:00
Maximum Places
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Number of Sessions