Pre-Retirement MasterClass
Are you over 50 and want to prepare for retirement?
Learn how to plan your lifestyle, explore your pension options, structure your finances and make tax-efficient decisions.
Join our next workshop and plan a better retirement.
Get ready for retirement
- The Pre-Retirement MasterClass is a group workshop for UK employees aged 50+, delivered via Microsoft Teams.
- UK retirement experts deliver impartial and regulated learning, supported by premium learning materials.
- Plan a better retirement focus on lifestyle, finance, pensions, estate planning, investments and tax.
- Retirement Coaches explain how you can transition from the workplace into a rewarding new chapter in life.
- Independent Financial Advisers provide impartial and regulated financial education for a 50+ audience.
1. Planning your future
Learn how you can transition from the workplace into a new chapter in life:
- Preparing for retirement transition
- The 3 phases of retirement and their cost
- Design a rewarding new lifestyle
- Focus on your health and wellbeing
- Training, employment and volunteering
- Starting your own business
- Access premium learning materials
2. Financial considerations
Gain an expert review of the financial topics you need to consider for retirement:
- Design your retirement budget
- Workplace and state pensions
- Accessing your workplace pension
- How to make tax-efficient decisions
- Savings, investments and property
- Estate planning and long-term care
- How to find regulated financial advice
Contact our learning team
- Next webinar: 16th September
- Receive programme guide
- Limited spaces available
- Supporting individuals / employers