Retirement workshops

As you approach retirement, you might find it useful to come to one of our retirement workshops.

These are usually held on request at your local workplace, but they’re currently available virtually. They aim to help you put together a realistic and effective plan for managing your income in retirement.

Who can attend?

Our retirement workshops are open to all UK employees over the age of 50. If you would also like to bring your partner along, they are most welcome.

What’s included?

We look at a range of topics that you might want to consider when planning your retirement. These include:

    Retirement
  • understanding your income needs at retirement
  • the State pension and your other income/assets
  • different types of pension (DB and DC)
  • your options at retirement
  • longevity.
  • Budget planning
  • your income in retirement and how much money you’ll need.
  • Investments
  • where you can invest your money
  • types of investments: ISAs, bonds, equities (shares)
  • Protection
  • medical and residential care
  • wills and probate
  • power of attorney
  • death benefits
  • Taxation
  • income tax
  • dividend tax
  • capital gains tax
  • inheritance tax
  • Life after work
  • what do you want to do with your time, both at work and leisure?

Find out more

Contact your HR department to find out when the next session is planned at your site.

 

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