UK employees aged 50+ can learn how to prepare their lifestyle, finances and pensions for retirement.
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Supporting employees from 100+ organisations
The UK's leading retirement experts present this impartial and regulated workshop.
Delivered via Microsoft Teams, delegates are supported by premium learning materials.
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.
Gain an expert insight into how to start your own business. Explore how volunteering and new skills can add purpose and happiness to your 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.
Explore workplace and state pensions. Learn how to access your pensions and the tax considerations. Should you combine your different pensions, and what happens upon death?
Attend this workshop via Microsoft Teams
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:
