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...sorting out my pensions & retirement planning

If you’re in your 40s or 50s and need to sort out your pensions and retirement planning, this course is for you.
Up to 10 spots per course
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£300 per individual
£500 per couple

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.

Location:
Banana Tree, Haywards Heath
See upcoming dates
Simply select your ticket type when booking

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
Choose how you want to join

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?

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Week 2

How does it all work and what do I need to do?

  • How do pensions and retirement income work?

  • Pension myths and why is it all so confusing? 

  • What do I need to do when?

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Week 3

What do I already have?

  • What have I got in terms of state pension? 

  • What other savings/pensions/investments have I got so far?

  • How do I know where my pensions are and what I should do with them?

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Week 4

How do I make the most of what I’ve already got?

  • What can I do to make the most of what I already have? 

  • What can I do around charges, rates of return and consolidation?

  • What options are there to boost my pensions and savings?

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Week 5

How do I turn what I have into income?

  • When can I think about finishing work?

  • What are my options for taking an income and making my pots last? 

  • What are the tax implications for me?

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Week 6

What will I do next?

  • Make a plan for the next 5 - 15 years, while still enjoying today!

  • What other things I need to consider? e.g. wills, inheritance etc 

  • How can I keep on top of all of this from now on?

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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

Can't find what you're looking for?
Get in touch

Not sure which course is right for you?

Book a 15-minute chat with Jude to work out what you need.

We'll talk about where you're at, what you want to sort out, and which class is best for you. No sales pitch, no pressure — just a straightforward conversation about whether WhenI'm is right for you.

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