Pre-Retirement Bite Size Session

A virtual taster of the full day workshop

We are pleased that in conjunction with Planned Future, we are still able to offer our Pre-Retirement Bite Size session on the 7th of July.

The session will run for 3 hours and will be held by Zoom.

The workshop aims to give advice on financial aspects of planning for retirement and is open to members of staff planning ahead for their retirement – aimed at age 50+

The seminar will provide you with an introduction to the issues affecting your retirement. It will help you to plan both financially and emotionally for the next phase of your life.

Research has shown that both financial considerations and social and emotional impacts are important when planning for retirement. This seminar will include sessions on: financial planning including investments and taxation and adjusting to and planning for retirement.

Planned Future provides an experienced retirement educator to host the event. The financial speaker is from our vetted panel of IFAs, who is experienced and clear and able to answer a wide range of your questions. Adjusting and planning for retirement is presented by the host retirement educator.

Learning outcomes                          

  • Understand the financial implications of retirement.
  • Identify personal and financial actions which will help make the most of your retirement
  • Start the process of planning for a successful retirement

View the details and book your place via Staff Connect.

Please email if you have any questions.