Pre-Retirement Workshop

This pre-retirement workshop is delivered in a classroom setting and is designed for anyone planning to retire in the near future.

Attending this workshop could be one of the most valuable things your employees do before they retire. Through expert-led sessions, delegates explore the questions that really matter like what does a fulfilling retirement look like for me, how do I make the most of my time, money and relationships, and how do I step into this next chapter with confidence and excitement?

Our expert speakers guide delegates through financial planning including budgeting, managing debt, pensions, legacy planning, and helps them understand the benefits available to them,  giving them the knowledge and tools to plan a retirement that works for them. There is an option to explore professional independent financial advice thereafter, though delegates are under no obligation to do so.

Delegates leave feeling informed, prepared and genuinely positive about what lies ahead, with practical, tailored insights that reflect their workplace and sector.

This course is provided by an external organisation, wholly independent of Make UK. 

Make UK accepts no liability for any financial arrangements made subsequently.

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:

• Managing change
• Occupational pensions
• Financial planning
• Legacy planning - considerations
• Benefits provided by the state

Duration

This pre-retirement workshop is delivered in a classroom setting for a full 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.