Pre-Retirement Course
Free
Pre-Retirement Course

Pre-Retirement Course

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Plough Lane

Hereford

HR4 0ED

United Kingdom

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Aim: To encourage a positive and realistic approach to a healthy and financially secure retirement and help you decide at what age you would like to retire.


Course objectives: a greater awareness, understanding of, and the tools to manage the following:-

  • Changes in your lifestyle and options available to build a new way of life

  • Practical “doable” actions to protect your health in retirement

  • Choices you need to make about your occupational pension before you leave

  • Where you can expect income from, and how it is taxed differently in retirement

  • What banks, building societies and a range of investment assets can do for you

  • Why increased life expectancy increases the dangers of inflation, and how to combat it

  • How to minimise investment risk, and guaranteed investments

  • How to ensure your estate is passed to your intended beneficiaries

  • How to deal with long term care costs and inheritance tax

  • The opportunity to request Independent Financial Advice (consultation is free of charge and without obligation or pressure)


This event counts as work time, you will not be required to make up this time at another point. You will however, need to obtain permission from your line manager in order to attend. Once you have booked your ticket, you will receive further information on the breakdown of the day.

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Location

Plough Lane

Hereford

HR4 0ED

United Kingdom

View Map

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