Employee Retirement Planning
Our Pre Retirement Planning training workshops help employees prepare for a successful retirement both financially and mentally.
The training is of a high quality and impactful with great service and positive outcomes.
EleanorStaff Wellbeing Coordinator | University of Cambridge 
The service is very useful and good value for money. I have found them to be very clear and helpful.
AndyMoney Guide Client
I received objective and supportive advice, and it gave me the opportunity to understand which priorities to concentrate on first and the best way to achieve that. I came away feeling better about being able to regain some control and manage things better.
SarahMoney Guide Client
I have only received positive feedback and questions asking when we can have them again. I highly recommend Planned Future for their excellent customer service, knowledge and professionalism.
DorotaHead of Learning and Organisational Development | Capital City College
I had a meeting with John through the Money Guide Service, and he was absolutely amazing. He was so patient and kind, and explained different aspects of my finances so well. As someone who is slowly becoming more financial literate, the meeting was very helpful, highly recommend it!
AashniMoney Guide Client
Very easy to work with and also very flexible to our needs. Professional delivery of what can be a complex subject matter but done so that is understandable to the audience. Would highly recommend Planned Futures for Financial Planning and Pre-retirement Planning seminars.
MariHR Officer (Staff Development) | Bangor University
We have seen more staff engaging with our financial wellbeing support resources and requesting for more webinars!
Eleanor Staff Wellbeing Coordinator | University of Cambridge
Planned Future were responsive and well organised from the start, and listened to our needs and were able to recommend the best session for us. The facilitator was great, very personable, friendly and engaging. The staff that attended the session all agreed it was very helpful, I'm really glad we were able to organise it and work together with Planned Future.
Gemma Senior People Manager | RCOG
We have worked with Planned Future on several occasions now and each course they have run has been fantastic and engaging.
CarlyPeople Development Manager | University of Reading
Retirement Planning Workshops
Ensure your employees are ready – financially and mentally – when they retire. Our Pre Retirement Planning courses are available online or onsite and cover all aspects of retirement.
- Social and emotional impacts of retirement
- Understanding the financial implications of retirement
- Learning about state pension entitlement
- Understanding occupational pension
- Pre retirement courses for civil servants
- Start the process of planning for a successful retirement
What is Retirement Planning?
Retirement planning is the process of setting lifestyle and financial goals for life after work and creating a strategy to achieve them.
It involves calculating necessary expenses, identifying income sources (savings, investments, pensions), managing assets to combat inflation, and planning for hobbies and health to maintain a desired lifestyle, usually beginning as early as possible.
Retirement Planning Workshops
Our employee retirement courses cover all aspects of retirement and can be hosted as an online webinar or on-site seminar.
COVERS ALL ASPECTS
Full Day Retirement Planning Workshop
The full day retirement planning event combines both the Financial Planning for Your Retirement and Planning Your Retirement Lifestyle sessions.
Employees will learn both the financial and lifestyle aspects of retirement.
Type: Webinar or Seminar
Duration: Full-day
Planning Your Retirement Lifestyle
This session is focused on helping attendees make the most of their freedom in retirement. This is focused on the social and emotional impacts rather than financial.
Type: Webinar or Seminar
Duration: Half-day
CPD CERTIFIED
Financial Planning for Your Retirement
This session covers the financial implications of retirement, state pension entitlement, occupational pension schemes and begin the process of planning for a successful retirement.
This webinar is led by a qualified financial adviser.
Type: Webinar or Seminar
Duration: Half-day
Employee Retirement Planning Checklist
Are your employees on track for a successful retirement? Find out with our free retirement planning checklist.
FOR EMPLOYERS
Retirement Planning for your employees
If you are an employer and want to offer Retirement Planning training, webinars or seminars for your employees, please complete the form and we will be in touch with more information.