Pre-Retirement MasterClass
Are you over 50 and considering retirement?
This impartial Pre-Retirement Course is delivered by UK retirement experts, preparing you for retirement transition.
Learn how to design your lifestyle and finances for retirement.
Review your workplace pension options, savings and investments, estate planning and tax considerations.
Get ready for retirement
- The Pre-Retirement MasterClass is a group workshop, designed for UK employees over the age of 50.
- Prepare for retirement transition, focus on lifestyle, finance, pensions, estate planning, investments and tax.
- Delivered via Microsoft Teams you will be supported by UK retirement experts and premium learning materials.
- A Retirement Coach explains how you can transition from the workplace into a rewarding new chapter in life.
- An Independent Financial Adviser provides impartial and regulated financial education for a 50+ audience.
1. Planning your future
The morning session will explain how to transition from the workplace into your new chapter in life:
- Preparing for retirement transition
- The 3 phases of retirement and their cost
- Design a rewarding new lifestyle
- Review and improve your health and wellbeing
- Training, paid employment and volunteering
- Starting your own business
- Supported by premium learning materials
2. Financial education
The afternoon session provides an expert review of the financial topics you need to consider for retirement:
- How much will I need in retirement?
- Money management and inflation
- Savings, investments and property
- Workplace and state pensions
- Pension drawdown and tax
- Estate planning and long-term care
- How to find regulated financial advice
Contact our learning team:
- Receive programme guide
- Workshop dates and enrolment
- Deliver this programme in-house
- Enquiries welcome from employers / individuals