Planning for a positive retirement
Are you considering retirement soon?
If you're a bit unsure about exactly how retirement will affect your life and finances, why not join Affinity Connect, our pre-retirement partner, for a free and informative retirement planning session. Keeping your retirement plans on track is really important, and it’s always best to start planning early.
Feedback we get tells us that members who attended past courses wished they'd done it sooner. So we welcome you to attend these courses as much as five to ten years before the date you intend to actually retire.
This online course is for you if you're starting to think about your retirement and need to know how to maximise your retirement savings.
Upcoming courses
- 13 January 2025, 09:30 - 12:00
- 12 February 2025, 13:00 - 15:30
- 27 February 2025, 09:30 - 12:00
- 18 March 2025, 13:00 - 15:30
- 25 March 2025, 09:30 - 12:00
- 10 April 2025, 13:00 - 15:30
- 8 May 2025, 09:30 - 12:00
- 28 May 2025, 13:00 - 15:30
- 13 June 2025, 09:30 - 12:00
- 17 June 2025, 13:00 - 15:30
- 24 June 2025, 13:00 - 15:30
- 17 July 2025, 09:30 - 12:00
- 30 July 2025, 13:00 - 15:30
- 05 September 2025, 09:30 - 12:00
- 29 September 2025, 09:30 - 12:00
- 21 October 2025, 09:30 - 12:00
- 27 November 2025, 09:30 - 12:00
- 02 December 2025, 13:00 - 15:30
More about this course
This course is perfect for you if you are within five to ten years of retirement. During the half-day course you will receive useful information covering
- planning for the lifestyle changes ahead
- how to maximise your workplace pension and state pension incomes
- making the most of your tax free cash
- the income options available from your pension
- achieving your retirement goals
- your wellbeing, lifestyle and estate planning.
Please note that the course provides information only and will not include or constitute financial advice.