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Course for couples
...sorting out our pensions & retirement planning with my partner.
If you’re in your 40s or 50s and you and your partner need to sort out your pensions and retirement planning, and get on the same page, this course is for you.
A course 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 cost of the WhenI’m by recovering lost pensions, reducing charges, understanding tax and getting their investments in better shape.
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’re in your 40s or 50s and you and your partner need to sort out your pensions and retirement planning and get on the same page this course is for you.
Week 1
What do we want from ‘retirement’?
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What do we both want from retirement?
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What have we saved so far?
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How do we start sorting it all out?
Week 2
How does it all work and what do we need to do?
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How do pensions and retirement income all work?
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Pension myths and why is it all so confusing?
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What do we need to do when?
Week 3
What do we already have?
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What have we got in terms of state pension?
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What other savings/pensions/investments have we got so far?
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How do we know where our pensions are and what we should do with them?
Week 4
How do we make the most of what we’ve already got?
What can we do to make the most of what we have already?
What can we do around charges, rates of return and consolidation?
What options are there to boost our pensions and savings?
Week 5
How to turn what we have into income?
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When can we think about finishing work?
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What are our options for taking an income and making our pots last?
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What are the tax implications for us?
Week 6
What will we do next?
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Making a plan for the next 5 -15 years – while still enjoying today!
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What other things do we need to consider? e.g. wills, inheritance etc
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How can we 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
7 March - 25 April
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2 May - 13 June
500 British poundsLoading availability...
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20 June - 25 July
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