Pre Retirement

Pre Retirement Workshop

Aim:

• To assist clients to prepare for the changes which take place at retirement and explore the opportunities that this change in lifestyle makes available to them.

Course Content

Introduction

Change and People:

• Changing Life Patterns and Changing relationship
• Feelings
• Whose Retirement is it?
• Living with a Stranger
• Maturity Brings Wisdom & Humour
• Time on your Hands! Options.

Getting Things Straight:

• Home Security
• Legal Matters
• Making a Will
• Basic Rules of Intestacy for England & Wales
• Inheritance Tax.

Healthy Lifestyle:

• What is Health
• Personal Risk Chart
• Why do we Exercise
• Which Exercise to Choose.

Starting to Plan your Lifestyle:

• Action Plan
• Moving versus Staying Put
• To Move or not to Move? (That is the question).

Creative Retirement:

• Job Hunting in retirement
• Continued Learning
• Voluntary Work.

Financial Aspects of Retirement:

• The Pension Income Ladder
• Qualifying for a State Pension
• Tax & National Insurance
• Income Tax Self Assessment
• Budgeting
• Budget Sheet - Self & Partner
• Questions to Ask a Financial Adviser
• Personal Planning.

Delivered in house to your employees, or if required, you can book individuals onto an open workshop.