Surrey Learn

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

  • 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
  • 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

Dates

12 March 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.

One space remaining

Book this

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.

5 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.

10 spaces remaining

Book this

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.

16 spaces remaining

Book this

Join the waiting list