Welcome to the Retirement Planning Service
The Retirement Planning Service provides retirement planning information, guidance and support delivered through on-site seminars. Our expert speakers and retirement planning specialists have decades of experience. Our aim is to ensure a smooth transition from work into a happy, healthy and prosperous retirement.
Our seminars are held in a relaxed environment and consider different aspects of retirement planning such as the psychological impact of leaving work and clear, factual information on how different pension schemes work. All delegates have access to a post-seminar, one-to-one meeting with a pensions consultant if required.
Highly acclaimed ‘retirement planning’ seminars
From the psychological impact of retirement to understanding your pension options, our highly acclaimed retirement planning seminars are designed to make the transition from working life into retirement as smooth as possible.
Our seminars cover a range of different pension schemes for both public and private sectors. The seminars include up-to-date information on the State Pension, redundancy, tax benefits, early and phased retirement options, and explain how to forecast pension income.
Our on-site seminar can be tailored specifically for staff who may be predominately in one type of pension scheme. These pension workshops are an ideal way to prepare staff for retirement, presented in a clear and factual manner.
Subjects covered include:
- Adapting to life in retirement, use of time and the psychological impact
- State Pension and other benefits
- Public and private sector pension schemes
- Early retirement and phased retirement
- How to calculate retirement income
- Budgeting and financial planning
- Estate planning (preserving family wealth)
- Retirement planning checklist – what you need to do and when