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Course for individuals
...sorting out my pensions & retirement planning for myself
If you’re in your 40s or 50s and need to sort out your pensions and retirement planning, 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 WhenI’m course cost 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: Tuesdays 7-9pm, Haywards Heath
What we cover together…
Perfect if you’re in your 40s or 50s and need to sort out your pensions and retirement planning.
Week 1
What do I want from ‘retirement’?
What do I want from retirement?
What have I saved so far?
How do I start sorting it all out?
Week 2
How does it all work and what do I need to do?
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How do pensions and retirement income work?
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Pension myths and why is it all so confusing?
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What do I need to do when?
Week 3
What do I already have?
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What have I got in terms of state pension?
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What other savings/pensions/investments have I got so far?
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How do I know where my pensions are and what I should do with them?
Week 4
How do I make the most of what I’ve already got?
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What can I do to make the most of what I already have?
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What can I do around charges, rates of return and consolidation?
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What options are there to boost my pensions and savings?
Week 5
How do I turn what I have into income?
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When can I think about finishing work?
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What are my options for taking an income and making my pots last?
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What are the tax implications for me?
Week 6
What will I do next?
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Make a plan for the next 5 - 15 years, while still enjoying today!
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What other things I need to consider? e.g. wills, inheritance etc
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How can I keep on top of all of 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
2 March - 21 April
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28 April - 9 June
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16 June - 21 July (Female Only)
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