Are you 50+ and preparing for retirement?
Join the Pre-Retirement MasterClass and learn how to design your lifestyle, finances and pensions for retirement.
Pre-Retirement MasterClass
- A practical group workshop designed for individuals who are planning to retire within 5 years.
- The UK's leading retirement experts deliver impartial and regulated learning.
- Individuals will learn how to design and launch a successful plan for retirement.
- Employers can enrol delegates onto a calendar of learning events.
- Delivered via Microsoft Teams, delegates are supported by premium learning materials.
1. Design your future
A Retirement Coach explains how to build a successful plan for retirement:
- Transition from the workplace
- Design your new lifestyle
- Review the 3 phases of retirement
- Focus on your health and wellbeing
- New skills, paid-work and volunteering
- Starting your own business
2. Financial education
A Chartered Financial Planner (IFA) explores the financial considerations of retirement:
- Design your retirement budget
- Workplace and state pensions
- Pension drawdown options
- How to make tax-efficient decisions
- Savings, investments and property
- Estate planning and inheritance tax
Contact our learning team:
- Explore programme guide
- Are you an employer?
- Would you like to attend?
- Latest dates for 2025/26