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Course for couples
...looking to live off our pensions and start enjoying retirement with my partner
If you’re starting to think about reducing or stopping work, and need to know how to turn your retirement savings into an income that will last, this course is for you.
Courses for couples up to 10 spots
Get on the same page. Both informed, both involved, both prepared, while meeting new people in the same boat
£500 per couple
Most people will cover the course cost by recovering lost pensions, reducing charges, or getting their investments in better shape. Understanding tax helps too.
6 x 2hr classes, plus graduation.
A tea/coffee/soft drink included each week.
Time and location: Fridays 10am-12pm,
Haywards Heath
What we cover together…
If you and your partner are starting to think about reducing or stopping work, and need to know how to turn your retirement savings into an income that will last you both this course is for you.
Week 1
What do we want from ‘retirement’?
What do we want from retirement?
How much is enough for our retirement (inflation and longevity)?
What have we saved so far? And how do we start sorting it all out?
Week 2
How does it all work & what do we already have?
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How do pensions and retirement income all work?
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What do we need to do when?
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What savings/pensions/investments have we got so far?
Week 3
How can we make the most of what we have?
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What can we do to make the most of what we have already?
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What can we do around charges, rates of return and consolidation and tax?
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What options are there to boost our pensions?
Week 4
How do we turn our pensions/savings into an income?
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How, when and where do we hope to retire?
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What are our options for taking an income/making our pot last?
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What are the tax implications for us?
Week 5
How do we make this last the rest of our lives?
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How do we make our savings last a lifetime (inflation & longevity)?
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How does inheritance play a part – both to us and from us?
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How do we manage this over the coming years?
Week 6
What will we do next?
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Making a plan for the next 5/10/15 years – while still enjoying today!
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What are all the other things we need to consider e.g., inheritances, tax, wills, power of attorney
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How can we keep on top of all this going forward?
PLUS: Graduation!
A fun social evening with your classmates to catch up and support each other going forward.
Book onto one of these courses!
Please make sure to read the Booking Terms & Conditions
6 March - 24 April
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1 May - 12 June
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19 June - 24 July
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