PLANNING A POSITIVE RETIREMENT
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Suitability
Anyone over age 50 and considering retirement within the next 12-18 months (approximately) or taking early retirement or retiring due to ill health. Partners welcome.
Aim
To alleviate many of the myths and fears about retirement and help you to approach retirement with confidence
To provide practical information about a wide range of key retirement issues in a logical, structure “joined up” manner
To encourage an exchange of perspective and ideas amongst delegates
To raise awareness of some of the planning steps that may need to be taken before retirement and the importance of planning well ahead.
To give reassurance and guidance and encourage a positive approach to retirement
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Further Details
9.30 Managing Change
Identifying delegate concerns
Lifestyle, relationships, Status, time
Planning for the future
Creating a new future
Using time effectively
Volunteering
Leisure & Learning Opportunities
Further employment
Maintaining health
Mental, Physical & Social Emotional
Holistic approach -Practical steps
10.45 Break
11.00 State benefits
Pension & other benefits
National Insurance Contributions
Pension Schemes
Benefits & options at retirement
AVC – Open Market Option
Early retirement (if applicable)
Personal taxation & NIC
Taxation of pension & other benefits & tax tips
Money Management
Pre & post retirement budget
Use of income and capital
Equity Release
SAYE scheme
12.30 Lunch
1.30 Investing in retirement
Fighting inflation + Longevity
Investment principles (income & growth)
Reducing investment risk
2.45 Break
3.00 Legal & other issues
Arranging a will
Lasting power of attorney
Mitigating long term care costs Inheritance tax update
Thinking about the future
Planning and thinking ahead
Seeking professional advice
4.00 Review & Close
This Training Course is taught in classrooms in the following locations:
Edinburgh
Leeds
Newcastle
Manchester
Cambridge
Ipswich
Nottingham
Norwich
Peterborough
Birmingham
Bristol
Milton Keynes
London EC
Information provided is for information purposes only and no guarantees are made with regards to accuracy. It is advised that all details are checked prior to making a booking. Contents © 1999 - 2012. All rights reserved.
