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Retirement Seminars

Pre Retirement Seminars & Courses for Organisations

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.

Retirement Seminar Topics

This seminar will include sessions on:

A bit more about

The Speakers At Our Retirement Seminars

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

Occupational Psychologist

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 Pierce, Charted financial adviser in circle portrait

Kate

Financial Adviser

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.

Ian

Financial Adviser

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.