Pre-retirement courses. Designed to engage your 50+ workforce

Workplace pre-retirement courses are specifically designed for your 50+ workforce, helping employees prepare for retirement transition.

Lifestyle & financial coaches focus on what will change in retirement & how to prepare, employees gain the knowledge & confidence to make informed decisions about the future.

The pre-retirement workshop has been successfully delivered to thousands of employees, from many of the UK’s leading employers.

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Pre-Retirement Workshop

Retirement Transition Workshops & Pre-Retirement Courses From Platform 50

Premium Workplace Learning

  • Designed for your 50+ workforce this engaging workshop is delivered by 2 retirement experts, supported by premium learning materials.
  • Impartial & engaging content provides employees with the knowledge & confidence to prepare for retirement.
  • Retirement Transition Coaches explain how to design a retirement plan, identifying future opportunities & avoiding common danger zones.
  • Independent Financial Advisers focus on the financial considerations of retirement, providing impartial, regulated & jargon-free content.

Lifestyle Planning

The morning session focuses on what will change & how to prepare, a retirement transition coach explains how to build a highly personal retirement plan.

  • When should I retire?
  • Building a retirement plan
  • Preparing for change
  • The life aspects of retirement
  • Health & wellbeing
  • Working in retirement
  • Future opportunities
  • Signposting to further support
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Financial Planning

The afternoon session is all about finance. An Independent Financial Adviser explores the monetary aspects of planning for & then living a new life in retirement.

  • How much will I need?
  • Money management & inflation
  • Sources of retirement income
  • Workplace & state pensions
  • Pension options & tax considerations
  • Savings & Investments
  • Estate planning & Long-term care
  • Avoiding scams – Where to find regulated financial advice

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