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- Workplace Financial Education
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Our retirement seminars will provide your employees with an introduction to the issues affecting their retirement. It will help them to plan both financially and emotionally for the next phase of your life.
A bit more about
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. Below are examples of who you might meet.
Ian is an experienced Organisational Psychologist and trainer within the areas of Occupational Wellbeing and Workplace Psychosocial Risk. Previously Ian was employed as the Wellbeing Adviser for Airbus Operations Ltd and was instrumental in the provision of workplace mental health support in a manufacturing environment.
Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society. Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions.
Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection. Martin is now now a Chartered financial adviser and regularly supports our seminars in the South East of England.
What our clients say
We offer a range of different pre retirement seminar and courses to fit around your organisation. However, if you have something specific in mind that doesn’t fit in with the below, just let us know. All our workshops can be made bespoke.
Our pre retirement seminars and courses range from a 1 hour drop in course to a full day event. Additional follow up clinics can also be arranged to allow attendees to meet with the speaker on a one to one basis and discuss their retirement planning in some further, more personal detail.