Pre-Retirement

Come fly with me...on your 25 year holiday

Length Three hours

Who's it for?

The Pre-Retirement course is designed for members within 10 years of retirement who want to understand more about their pension, their options and the process they will go through.

What's it about?

These sessions will help you understand how your pension will be calculated, manage your expectations of the retirement process, tips on how to prepare for retirement and the options available to make your pension fit your lifestyle.

What will I learn about?

  • You’ll learn about how your pension is calculated
  • You’ll learn about lump-sum options
  • You’ll learn about the different options available to you, including Actuarially Reduced Retirement, Partial Retirement and Re-Employment
  • You’ll learn about family benefits
  • You’ll learn about how to ensure wellbeing after retirement
  • You’ll learn about preparing for a change in lifestyle

How will it benefit me?

  • You’ll have all the information you need to design your own 10 step retirement plan
  • You’ll be more informed about retirement and the options available to you
  • You’ll be able to estimate your pension benefits
  • You’ll understand the retirement process and its timescales
  • You’ll understand what benefits are available to you and your family after retirement

Please contact our training team for further information on future dates and to discuss your preference on location

This was the best course I have been on. The trainer had a great presentation style, engaged effectively and answered all questions, offering further information when necessary.

For me pensions is a bit of a minefield. This helped dispel a few myths and rumours and it clarified a lot of things I was unsure about.

I didn’t realise there was so much I didn’t know! This has given me a lot to think about when planning for my future. A very informative and comprehensive session.

Upcoming Courses

Course title Location Duration Date(s)
Pre-Retirement Birmingham Three hours 16 Jan 2020 Book
now
Pre-Retirement Liverpool Three hours 21 Jan 2020 Book
now
Pre-Retirement London Three hours 5 Feb 2020 Book
now
Pre-Retirement Edinburgh Three hours 8 Jan 2020 Book
now