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 firstname.lastname@example.org
The aim of this event is to help you apply a positive attitude and realistic approach to a healthy and financially secure retirement.
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 NotesLearning 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