The Pre-Retirement seminar aims to foster a “Real and Positive” perspective on retirement, encouraging delegates to embrace this phase of life with confidence and balance. We address not only the financial aspects but also wellbeing, relationships, and positively navigating increased leisure time. It is designed for employees who are 1 to 5 years from retirement, prompting them to reflect on the significance of work in their lives and how to fill any potential void they may feel post retirement.

Duration: 1 - 2 days In-house seminars can be conducted in a suitable room at your office or an external training or conference facility. Spouses and partners are welcome to attend.

Seminar Overview:

- What Does Retirement Mean?

- Planning For Lifestyle Changes

- Pension Information

- State And Company Provision

- State Benefits And Implications Of The New Pension Legislation

- Financial Planning Options

- What To Be Aware Of When Planning Your Financial Future

- Estate Planning - Making Will / Lasting Powers of Attorney / Inheritance Tax

- Wellbeing

- Planning And Developing Leisure Activities

- Volunteering

- Self-Employment

- Future Career Planning (CV’s, Job Applications and Interviews)

- Looking Forward To Retirement In A Realistic And Positive Way