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Planning a positive retirement

Course overview:

This course will provide addtional support to those who are considering retirement within the next 18 months.

This sessions will include a wider range of retirement related topics including practical steps to maintaining health and wellbeing and managing lifestyle changes in retirement.

The workshop provides the opportunity to seek free independent financial advice (no obligation consultation on request)*

*Disclaimer: Affinity Connect in association with Affinity Financial Awareness (AFA), Independent Financial Advisory organisation are responsible for financial advice not your employer, in accordance with the Financial Conduct Authority’s regulations. Your employer cannot recommend Affinity Financial Awareness (AFA), Independent Financial Advisory organisation but we can confirm they are registered with and regulated by the Financial Conduct Authority to give independent financial advice.

Learning Outcomes:

This workshop will raise your awareness of, and give you the tools to address key issues you will need to consider as you move into retirement in respect of the following areas (click here to see the course flyer):

  • Changes in your lifestyle and options available to build a new way of life
  • Choices you need to make about your occupational pension before you leave
  • Where you can expect income from and how it is taxed differently in retirement
  • What different savings and investments can do for you
  • Why increased life expectancy escalates the dangers of inflation and how to combat it
  • How to ensure your estate is passed to your intended beneficiaries
  • How to deal with long term care costs and inheritance tax
  • Understand your next steps & where you can receive further guidance and advice

Course provider:

Affinity Connect

Who should attend:

All staff who are considering retirement within the next 12 months.

Pre requisites:

There are no prerequisites for this course.

Duration:

1 day

KSF Links:

• Core 2 – Personal and People Development

Tutor Led Course

To book a place please click on the suitable date below.

5th October 2017 9:30am - 3:30pm (9:15 registration) New Victoria ACH, New Victoria Level 2, ADM 2.16A Conference Room (Level 2 Admin Corridor)

4th December 2017 9:30am - 3:30pm (9:15 registration) Classroom 3, Royal Alexandra Hospital, Paisley

6th February 2018 9:30am - 3:30pm (9:15 registration) Seminar Room 4 & 5, Stobhill Hospital, New ACH, Ground Floor

4th April 2018 9:30am - 3:30pm (9:15 registration) Ground Floor Seminar Room 6, New Stobhill ACH

3rd May 2018 9:30am - 3:30pm (9:15 registration) Level 2, Admin Corridor, Seminar Room ADM 2.16A, New Victoria ACH

If you need any information on specific course content, the venue or booking process, please do not hesitate to contact the Learning and Education Team on 0141 278 2700 

 

e-Learning

An e-Learning option is not available for this topic at this time.