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Pre - Retirement Financial Awareness

Course overview:

This course is designed to inform staff who are considering and or approaching retirement. The Scottish Public Pensions Agency (SPPA) is an Agency of the Scottish Government. Its principal role is to administer the pensions for employees of the National Health Service, in Scotland.

The pre-retirement financial awareness event has been designed to equip you with information and tools prior to submitting your forms to SPPA via your line manager and payroll.

Question: How much notice do you need to give Scottish Public Pensions Agency (SPPA) when you plan to retire?

Answer: SPPA advise at least three months before your retirement.

This ensures that SPPA have plenty of time to process and issue payment on time.

Pre-Retirement Financial Awareness will cover:

- 1995 & 2008 schemes

- Age retirement, Ill health retirement, Voluntary early retirement, MHO & Special classes

We will also cover a range of issues and will help with decisions you will have to make before and after your chosen retirement date including:

: Protecting your money from all forms of tax, inflation and poor decisions.

: How to maximising your income during retirement and budget planning.

: Financial planning for the rest of your life as well as your family and or beneficiaries.

: Calculating your pension, tax free lump sum benefits and your entitlement to the state pension.

: Raising your awareness of information resources and planning tools.

: Raising your awareness of income tax and your pension income or returning to work post-retirement.

These Sessions provide the opportunity to seek free independent financial advice (no obligation consultation on request)*

*Disclaimer: NHS Staff Benefits in association with Create and Prosper Financial services Ltd responsible for financial advice not your employer, in accordance with the Financial Conduct Authority’s regulations.

Your employer cannot recommend Create and Prosper Financial Services Ltd but we can confirm they are registered with and regulated by the Financial Conduct Authority to give independent financial advice

Learning Outcomes:

The aim of this event is to provide you with the knowledge you require to make informed decisions about your retirement finances.

By the end of this course delegates will be able to:

  • Identify the financial impact of retirement including investment risk and reward
  • Describe the retirement application process and phased retirement policy.

Course provider:


Who should attend:

This course is open to all staff, ideally if you are between 12 months and 4 months from your chosen / agreed retirement date. However if your retirement is imminent and less than 4 months we would recommend you still attend.

Pre requisites:

There are no pre requisites for this course


5.5 hours

KSF Links:

Core 2: Personal & People Development

Tutor Led Course

To book a place please click on the  date below.


23rd July 2018 10:00am - 3:30pm GRI, Lister Building, Lecture Theatre 1

13th Sep 2018  10:00 - 15:30 Lecture Room, Post Graduate Centre, Gartnavel General

17th Oct 2018   10:00 - 15:30 Stobhill ACH, Seminar Room 6

22nd Nov 2018 10:00 - 15:30  Lecture Room, Post Graduate Centre, Gartnavel General

6th Dec 2018   10:00 - 15:30 GRI, Lister Building, Lecture Theatre 1

16th Jan 2019  10:00 - 15:30 RAH, Lecture Theatre 2

20th Feb 2019  10:00 - 15:30 Stobhill, Seminar Room 6 

7th Mar 2019    10:00 - 15:30  QEUH, Labs Building, Ground Floor, L0/A/009 Seminar Room 1 

24th Apr 2019  10:00 - 15:30  GRI, Lister Building, Lecture Theatre 1 

8th May 2019   10:00 - 15:30  GRI, Lister Building, Lecture Theatre 1

20th Jun 2019   10:00 - 15:30  RAH, Lecture Theatre 2

3rd Jul 2019      10:00 - 15:30  QEUH, Labs Building, Ground Floor, L0/A/009 Seminar Room 1

28th Aug 2019  10:00 - 15:30  STOBHILL ACH, Seminar Room 6


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.


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