Retirement Planning
Duration 0.2 days
Team Central Short Courses
Who is the course aimed at? 
Employees, regardless of grade considering retirement or for those who have just started thinking about retirement plans.

Learning Objectives
  • Explore changes in lifestyles.
  • Identify where income is expected to come from and how it is taxed differently in retirement.
  • Understand the State Pension and different types of workplace pensions.
  • Learn about the risks and reward involved in savings and investments.
  • Discover why increased life expectancy escalates the dangers of inflation and how to combat it.
  • Find out how to ensure your estate is passed to your intended beneficiaries.
  • Understand Inheritance Tax.
  • Understand the next steps and where to receive further guidance and regulated financial advice.

Course Aims:
The aim of this event is to help you apply a positive attitude and realistic approach to a healthy and financially secure retirement.

Key aspects covered in the session

  • Income needs in retirement
  • Changes to lifestyle in retirement
  • The State Pension
  • Workplace pension savings
  • Other savings and investments
  • Inflation
  • Tax allowances
  • Next steps and further guidance
  • Estate Planning

Affinity Connect - Retirement Promotional Video
LocationStart DateAll DatesTimesPlaces AvailableBook
Online Course30 May 202530 May 20259:30am - 12:00pm11
Online Course18 June 202518 June 20259:30am - 12:00pm22
Online Course23 September 202523 September 20251:00pm - 3:30pm22
Online Course29 October 202529 October 20259:30am - 12:00pm25