- Explore changes in lifestyles
- Identify where income is expected to come from and how it is taxed differently in retirement
- Understand the State Pension and different types of workplace pensions
- Learn about the risks and reward involved in savings and investments
Retirement Planning - Online - FREE
Categories
Personal Effectiveness, Wellbeing
Pathway
Personal and Financial Wellbeing
Audience
Employees, regardless of grade considering retirement or for those who have just started thinking about retirement plans.
NOTE: partners are also welcome to join online/attend.
Duration
2.5 hours
Delegate rate
FREE
- Discover why increased life expectancy escalates the dangers of inflation and how to combat it
- Find out how to ensure your estate is passed to your intended beneficiaries
- Understand Inheritance Tax
- Understand the next steps and where to receive further guidance and regulated financial advice
Changes to lifestyles
- What does retirement mean?
- Changes in the use of personal time
Income needs in retirement
- Considerations for retirement
- Life expectancy
- Taxation in retirement
- Income and expenditure in retirement
The State Pension
- Explaining the State Pension
- State Pension eligibility
- State Pension forecast
Inflation in retirement
- How inflation can erode the value of money over time
Employer specific workplace pension
- Overview of the scheme(s)
- Retirement income options
- Options for increasing benefits
- Adult survivor’s pension
Savings and investments
- Financial goals
- Understanding investment risk
- Risk and return in the real world
Taxation
- Income tax in retirement
- Tax allowances
Estate planning
- Inheritance Tax
- Wills and intestacy
- Power of Attorney
13 June 2024 at 13:00
Delivered online. You must attend all the sessions.
Online sessions include usual breaks. Zoom link(s) are auto-sent from [email protected] a few days in advance of delivery. Full instructions and course handouts will also be sent in advance.
Please note you will be expected to use your camera and display your name on all training. If unable to comply, please ensure the trainer understands why and notes your name and authority for recording attendance.
No spaces remaining
Book this
18 September 2024 at 13:00
Delivered online. You must attend all the sessions.
Online sessions include usual breaks. Zoom link(s) are auto-sent from [email protected] a few days in advance of delivery. Full instructions and course handouts will also be sent in advance.
Please note you will be expected to use your camera and display your name on all training. If unable to comply, please ensure the trainer understands why and notes your name and authority for recording attendance.
8 spaces remaining
5 November 2024 at 13:00
Delivered online. You must attend all the sessions.
Online sessions include usual breaks. Zoom link(s) are auto-sent from [email protected] a few days in advance of delivery. Full instructions and course handouts will also be sent in advance.
Please note you will be expected to use your camera and display your name on all training. If unable to comply, please ensure the trainer understands why and notes your name and authority for recording attendance.
13 spaces remaining