Pre-retirement Course for Non-GPs

The Primary Care Training Hub commissions, provides, facilitates and supports education, training, research and workforce development across the entire primary care workforce in Dorset.For more information please visit our webpage:https://primarycaredorset.co.uk/

Primary Care Training Hub

Pre-retirement Course for Non-GPs
Friday 13th December 2019
SafeWise Weymouth
9:00-12:15
 
Summary: To encourage a positive and realistic approach to a financially secure retirement and help delegates make informed choices about their retirement.
Length of course: Half day 
Suitability: All general practice staff (excluding GPs) considering retirement in the next three years 
Course objectives:
<UL>
<LI>Changes in your lifestyle and options available to build a new way of life</LI>
<LI>Choices you need to make about your occupational pension before you leave</LI>
<LI>Where you can expect income from and how it is taxed differently in retirement</LI>
<LI>What different savings and investments can do for you</LI>
<LI>Why increased life expectancy escalates the dangers of inflation and how to combat it</LI>
<LI>How to ensure your estate is passed to your intended beneficiaries</LI>
<LI>How to deal with long term care costs and inheritance tax</LI>
<LI>Understand your next steps &amp; where you can receive further guidance &amp; advice</LI>
</UL>
Course structure: Changes to your lifestyle 
<UL>
<LI>What does retirement mean for you?</LI>
<LI>What work gives you?</LI>
<LI>Changes in the use of your time</LI>
<LI>Making the most out of retirement</LI>
</UL>
When can I retire? 
<UL>
<LI>Expenditure in retirement</LI>
<LI>Can you afford to retire?</LI>
<LI>Changing income needs</LI>
</UL>
State pensions and benefits 
<UL>
<LI>State pension ages</LI>
<LI>The new state pension</LI>
<LI>Other age related benefits</LI>
</UL>
Workplace pensions 
<UL>
<LI>Defined Benefit schemes</LI>
<LI>Defined Contribution schemes</LI>
<LI>Retirement ages</LI>
<LI>Choices at-retirement</LI>
</UL>
Inflation 
<UL>
<LI>How inflation can erode the value of money</LI>
<LI>Life expectancy</LI>
</UL>
Savings and investments 
<UL>
<LI>Risk and return</LI>
</UL>
Personal taxation 
<UL>
<LI>Income tax</LI>
<LI>Personal savings allowance</LI>
<LI>Tax free dividend allowance</LI>
<LI>Capital gains tax</LI>
<LI>ISAs</LI>
</UL>
Estate planning 
<UL>
<LI>Inheritance tax</LI>
<LI>Wills and intestacy</LI>
<LI>Lasting Power of attorney</LI>
</UL>
Long term care 
<UL>
<LI>Financial assessment</LI>
</UL>
 
Teas and Coffes will be provided.

SafeWise Weymouth

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Pre-retirement Course for Non-GPs

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Pre-retirement Course for Non-GPs

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