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 Course28 May 202428 May 20249:30am - 12:00pm6
Online Course25 September 202425 September 20241:00pm - 3:30pm25
Online Course31 October 202431 October 20249:30am - 12:00pm23