Planning for Retirement (Levels 4+)
Duration 2.5 hours
Team Professional Development
Are your retirement savings on track? Do you know how much income your pension savings may provide? Have you thought about how much income you might need when you retire? Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already at the planning stages.

Who is the course aimed at? 
Employees who have the USS pension (level 4 or higher) who are nearing retirement or 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- Planning for Retirement Promotional Video
LocationStart DateAll DatesTimesPlaces AvailableBook
Online Course20 November 202620 November 20261:00pm - 3:30pm25
Online Course10 February 202710 February 20279:30am - 12:00pm0Add to Waiting List
Online Course21 April 202721 April 20279:30am - 12:00pm21