Event Topics
Making a good pension choice
Taxation in retirement
Wills and power of attorney
Inflation and longevity
Investment strategies
Planning your estate
Occupational pension schemes
Overview of state benefits
Financial Planning for your Retirement
This CPD Accredited Financial Planning for Your Retirement Course helps your employees consider what might be part of their financial retirement action plan as they approach the future.
Available as a webinar or seminar, it helps your employees understand the the financial implications of retirement, identify personal and financial actions which will help make the most of retirement and start the process of planning for a successful retirement.
This event can be coupled with our Planning Your Retirement Lifestyle event for a complete Full-day Pre Retirement Planning workshop.
Retirement Planning Presenters
Every seminar or course is different. That is why we have developed a panel of speakers with a wide range of experience. Some speakers have financial expertise and others specialise in the social and psychological aspects of preparing for retirement.
Locations
This event can be presented online using your preferred webinar platform or onsite at your business.
Duration
Our retirement events can be offered as a half or a full day event.
Learning outcomes
Employees will explore the financial and mental impacts of retirement. They will learn how key decisions can make a real difference in retirement and the steps they can take to be financially stable through this life change.
Open Retirement Webinars
Planned Future has a range of open pre-retirement events scheduled throughout the year.
These events are great for businesses that have a small number of employees planning to retire. With open events, there is no requirement for a minimum number of attendees from your business.
Complete the below form to request a list of our upcoming open events:
Request Financial Planning for Your Retirement Agenda
Planned Future are able to hold a range of Pre-Retirement workshops for organisations throughout the United Kingdom. To learn more simply complete the form.
