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Course for individuals
...looking to live off my pensions and start enjoying retirement for myself
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.
A course for individuals up to 10 spots per course
Perfect if you're single or prefer learning independently. Focus on your goals while connecting with others in a similar situation.
£300 per person
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: Saturdays 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 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.
Book onto one of these courses!
Please make sure to read the Booking Terms & Conditions
4 March - 22 April
300 British poundsLoading availability...
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29 April - 10 June (Male only)
300 British poundsLoading availability...
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17 June - 22 July
300 British poundsLoading availability...
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