£319.00 +VAT
Members:  £275.00 +VAT

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

Course content

  • 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
Course Duration:

1 day
9:30am - 4:30pm


Course Duration:

1 day
9:30am - 4:30pm


Course Duration:

1 day
9:30am - 4:30pm


Key Information

Price:   £319.00 +VAT
Members:  £275.00 +VAT


This is a Level 1 Course