Engage your 50+ workforce
The Pre-Retirement MasterClass prepares UK employees for retirement transition.
This live webinar provides impartial and regulated learning, delivered by retirement planning experts.
Access a calendar of open learning events.
Prepare employees for retirement
When your employees are approaching retirement, it’s important they have the knowledge and confidence to structure their finances, pensions and lifestyle for the future.
The skills and expertise of the UK’s leading retirement planning experts, have been distilled into a comprehensive learning programme, which delivers impartial and regulated retirement education.
The Pre-Retirement MasterClass provides each delegate with:
- Pre-Retirement webinar focused on lifestyle and financial planning
- 1-2-1 coaching for bespoke and confidential learning
- Premium learning materials to support the transition into retirement
Flexible delivery to suit your requirements:
- Enrol delegates onto a calendar of open courses in 2025
- Bring learning in-house solely for your workforce
Request programme guide
- Next webinar: 27th February 2025
- Explore content and learning materials
- Meet the UK's leading retirement experts
- Enrol delegates via online portal
Pre-Retirement MasterClass
- Design and launch your retirement plan, this group webinar is delivered by 2 retirement planning 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
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
Request programme guide
- Next webinar: 27th February 2025
- Explore content and learning materials
- Meet the UK's leading retirement experts
- Enrol delegates via online portal