Pre-Retirement Workshop

In this full day course aimed at anyone who is planning to retire in the near future delegates will learn about the basic issues relating to retirement including things like, what am I going to do for the rest of my life, how can I prolong the life and quality of my retirement, to relationships during retirement, and importantly how to enjoy retirement. 

This course covers financial planning including budgeting, managing debt, assets and pensions through to benefits available. The content discussed is provided for general informational only and does not constitute or undertake to give advice of any nature, including investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision.

Who should attend?

This course is aimed at anyone planning to retire in the near future and would like support and guidance.

Pre-requisites

There are no specific entry requirements for this course.

Course content

This course covers the following:

• Introduction to the programme
• Retirement readiness
• Five emotional stages of retirement
• Relationships in retirement
• Homes and retirement
• Financial planning in retirement
• Pensions
• Assets, investments and Funds
• Tax planning.

Duration

This course is completed in 1-day.

Outcome / Next Steps

A certificate will be provided upon successful completion of the course.

For those wishing to further their knowledge, Make UK provide a range of development courses. Please contact us to learn more.

Delivery Method

This course is delivered face to face at our Aston site in Birmingham. 

This course can also be provided in-company, for a group of people from your organisation at a time and date to suit. Please do get in touch if this would be of interest to you.