Pre-Retirement MasterClass
Launch your new chapter in life
Learn how to achieve your retirement goals
When approaching retirement, it’s important to structure your finances, pensions and lifestyle for the future.
You are unique, so it’s essential that you can design your retirement, your way.
Platform 50 have distilled the skills and expertise of the UK’s leading retirement planning experts, into one comprehensive programme, delivering impartial and regulated retirement education.
The Pre-Retirement MasterClass will provide you with:
- A live Pre-Retirement webinar that explains how to design your retirement plan
- 1-2-1 coaching to boost your knowledge
- Premium learning materials to support your retirement planning journey
Request brochure and webinar dates
- Flow from the workplace into a rewarding new lifestyle
- Understand the 3 phases of retirement
- Gain an expert review of workplace and state pensions
- Explore savings, investments, tax and estate planning
- Identify new personal and professional opportunities
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 brochure and webinar dates
- Flow from the workplace into a rewarding new lifestyle
- Understand the 3 phases of retirement
- Gain an expert review of workplace and state pensions
- Explore savings, investments, tax and estate planning
- Identify new personal and professional opportunities