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 are at job level 1-3 and 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.