This event focuses on planning your finances for retirement. We will provide an overview of your employees occupational pensions and the changes to these schemes. We will also help them to understand the different types of pension plans they may have and relevant taxes, share planning tips for retirement and beyond and look at the importance of Wills and Power of Attorney. We look at investments and the role of risk in combating inflation, and making your money last for your lifetime. This event is typically for people who are over 55 years old.
Making a good pension choice
Taxation in retirement
Wills & power of attorney
Inflation and longevity
Investment strategies
Planning your estate
Occupational pension schemes
Overview of state benefits
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.
This event can be presented online using your preferred webinar platform or onsite at your business.
Our retirement events can be offered as a half or a full day event.
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.
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:
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.
