Retirement: Planning for the Future
Duration 1 day
Team Central Short Courses
Anyone considering leaving employment on normal, early or ill health retirement, or taking flexible retirement within approximately the next 18 months or so.

Partners and spouses are most welcome and are encouraged to attend.  If is your intention to bring your partner/spouse please register their attendance at 

The aim of this event is to help you apply a positive attitude and realistic approach to a healthy and financially secure retirement.
Web Notes Forward planning is advisable when making any major change in life and retirement is no exception.  Make sure your plans are realistic and based on knowledge not myth - join colleagues and a Retirement Specialist at a "Planning for a positive retirement" workshop to consider a range of issues related to retirement and decisions you will need to make before you leave.

This workshop is delivered by Affinity Connect a national training organisation which specialises in providing pre-retirement guidance and support.
Web Notes Learning Outcomes:

This workshop will raise your awareness of, and give you the tools to address key issues you will need to consider as you move into retirement in respect of the following areas:-
  • Changes in lifestyle - relationships, time, motivation, status
  • Building a new life - social/leisure/learning/volunteering opportunities
  • Health - practical steps and a personal health plan
  • Occupational pension - entitlement, choices and decisions you will need to make before you leave
  • State pensions - entitlement and claiming, other benefit entitlements
  • Personal Taxation - changes at retirement and some tax planning tips
  • Budgeting - changes pre and post retirement
  • Inflation - what real inflation means to you personally and how to protect against it
  • Longevity - planning for the long term
  • Investment - understanding investment principles and minimising risk in retirement
  • Estate planning - Wills, Power of Attorney, inheritance tax, long term care
  • The opportunity to request Independent Financial Advice 
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