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...looking to live off my pensions and start enjoying retirement
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.
Up to 10 spots per course
£300 per individual
£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.
Location:
Banana Tree, Haywards Heath
Choose how you want to join
Join as an individual
Perfect if you're single or prefer learning independently.
Focus on your goals while connecting with others in a similar situation.
£300 per course
Join as a couple
Get on the same page. Both informed, both involved, both prepared, while meeting new people in the same boat.
£500 per course
Simply select your ticket type when booking
What we cover together…
If you 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, this course is for you.
Week 1
What do I want from ‘retirement’?
What I want from retirement?
How much is enough for my retirement?
What have I saved so far? And how do I start sorting it all out?
Week 2
How does it all work & what do I already have?
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How do pensions and retirement income all work?
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What do I need to do when?
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What savings/pensions/investments have I got so far?
Week 3
How can I make the most of what I have?
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What can I do to make the most of what I have already?
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What can I do around charges, rates of return and consolidation and tax?
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What options are there to boost my pensions?
Week 4
How do I turn my pensions/savings into an income?
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How, when and where do I hope to retire?
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What are my options for taking an income/making my pot last?
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What are the tax implications for me?
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How do I manage this over the coming years?
Week 5
How do I make this last the rest of my life?
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How do I make my savings last a lifetime (inflation & longevity)?
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How does inheritance play a part?
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How do I manage this over the coming years?
Week 6
What will I do next?
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Making a plan for the next 5 -15 years – while still enjoying today!
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What are all the other things I need to consider? e.g., inheritances, tax, wills, power of attorney
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How can I keep on top of all this from now on?
PLUS: Graduation!
A fun social evening with your classmates to catch up and support each other going forward.
Find your people
Same content, same stage - just the right group for you. Pick the one where you'll feel most at home. Most of our classes are mixed, so whatever your situation, there's always a mixed company group you can join.
Mixed company
A friendly mix of men, women and couples, all at the same stage. Great if you like a bit of variety in the room — and a lively discussion.
Just for women
Learn, laugh and get it sorted with other women navigating the same midlife muddle. No mansplaining. Just good company.
Just for men
Sort it out with other blokes in the same boat. No jargon, no judgement — just straight-talking classes with people who get it.
Just for couples
Get on the same page — together. Because you'll probably be spending retirement as a team, so you may as well plan it that way too.
Book onto one of these courses!
Please make sure to read the Booking Terms & Conditions
Weds 3 June -Weds 8 July, 7 - 9pm
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Fri 5 June - Fri 10 July, 10am - 12pm
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Weds 2 Sept - Weds 7 Oct, 7 - 9pm
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Fri 4 Sept - Fri 10 Oct, 10am - 12pm
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Weds 14 Oct - Weds 25 Nov, 7 - 9pm
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Fri 16 Oct - Fri 27 Nov, 10am - 12pm
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