This impartial and regulated workshop is delivered by the UK's leading retirement experts.
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You will identify the building blocks that shape a successful plan for retirement. Transition from the workplace and flow into a rewarding new lifestyle. Prepare for the 3 stages of retirement, focus on your health and changing relationships.
Ready to start something new? Explore how volunteering and learning new skills can add purpose and happiness to your retirement. Create new income streams via paid employment and learn how to start your own business.
Gain an expert insight into how to build your financial plan for retirement. Learn how to prepare your retirement budget and structure your savings and investments. Get the facts about estate planning, inheritance tax, property and long-term care.
A Chartered Financial Planner provides a deep dive into workplace and state pensions. Learn how to access your different pensions and the tax implications. Should you combine your pensions, and what happens to your pension upon death?
Employees attend this workshop via Microsoft Teams.
Access a calendar of learning events:
This workshop can be delivered solely for your organisation.
Our learning team will email full details of the Pre-Retirement MasterClass:
The Pre-Retirement MasterClass is delivered by two UK retirement experts, who explain how to design a successful plan for the future.
Delegates receive a copy of The Retirement Planning Expert.
The #1 Amazon best seller is a comprehensive guide of how to prepare for retirement in the UK.
The author of the book Allan Esler Smith delivers the morning session of the workshop.
Our learning team will email full details of the Pre-Retirement MasterClass: