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Planning for a positive retirement

Are you considering retirement soon?

If you are, why not join Affinity Connect, our pre-retirement partner, for an informative retirement planning session. Keeping your retirement plans on track is really important, and it’s always best to start planning early!

Feedback tells us that members who have attended past courses wished that they had attended sooner. Therefore we welcome anyone to book these courses as much as 5 to 10 years prior to their planned retirement date.

This course is perfect for you if you are starting to think about your retirement and require more information about how to maximise retirement savings. Courses continue to be delivered online.

Upcoming courses

  • 26 November 2024 - 9:30am to 12:00pm
  • 17 December 2024 - 1:00pm to 3:30pm
  • 18 December 2024 - 09:30am to 12:00pm

And It’s now easier than ever to book your place with the self-service booking process - click here to book your place.

Further information about the session

This course is perfect for you if you are within 5 to 10 years of retirement. During the half day course you will receive useful information covering:

  • Planning for the lifestyle changes ahead
  • How to maximise the benefits of your State and workplace pensions
  • Making the most of your tax free cash
  • Your income options available from your pension
  • How you can achieve your retirement goals
  • Your well being, lifestyle and Estate planning

Please note, guidance will provide information only and will not include or constitute financial advice.