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Members’ benefits include:

  • Access to strategic insights, expert analysis, practical advice and inspiration.
  • Exclusive invitations to member-only networking events

Pre-retirement training

For anybody approaching retirement, whether voluntarily or through redundancy, this practical one-day course is designed to smooth the transition from work to retirement and make it a more enjoyable experience.

The workshop is suitable for those retiring themselves, or supporting a spouse or partner through the process. Delegates will gain a better understanding of pension provision and managing personal budgeting and finance. They will also increase awareness of looking after their health and time management and planning for retirement. Attendees will develop an action plan to take away and implement, to help them take a positive approach to the next phase of their lives.

  • Course content
    • The problems and opportunities in retirement

    • The implications of retirement

    • Planning for retirement

    • Personal budgeting and management of finances

    • Personal, company and state provision - demystifying pension information

    • Review of pensions in light of current situation

    • Financial planning options.

  • Pre-requisites
  • There are no pre-requisites for this course.

  • Assessment
  • No assessment but delegates receive a certificate of attendance.

  • More details
  • By completing this course, delegates will: 

    Be better prepared for their own retirement, or that of their partner.