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Living Off... June-July
Weds 3 June -Weds 8 July, 7 - 9pm
About this WhenI'm course
WhenI’m… looking to live off my pensions and start enjoying retirement. If you’re starting to think about reducing your hours or finishing work and need to know how to turn your retirement savings into an income that will last, this course is for you. ------- Book as an individual (£300) - if you're single or prefer learning independently. Focus on your goals while connecting with others in a similar situation. Book as a couple (£500) - prepare together, whilst meeting other couples in a similar situation. 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. ------- The invoice for the remaining amount will be sent out a month before your first class begins, and will be due 2 weeks later. Payment by bank transfer preferred.
Class dates
Booking Policy
COURSE DETAILS • 6 classes × 2 hours each. • Price: Individual: £300 | Couples: £500. • Included: Tea, coffee, or soft drinks. -------- MINIMUM NUMBERS Minimum 6 people required for course to proceed. If minimum not met, we'll find you an alternative date. -------- PAYMENT Deposit: Individual: £50 | Couples: £100. Deposit required at booking (via online system). Deposit is non-refundable but can be moved to another date. Remaining balance invoiced 10 working days before start. Full payment due 5 working days before course starts (by bank transfer). Confirmation email with venue details sent upon full payment. -------- CANCELLATIONS & CHARGES If you cancel: • 30+ days before: Full refund minus non-refundable deposit. • 7-29 days before: 50% refund (minus deposit). • Less than 7 days: No refund. Deposit can be moved to a future course: We will make every effort to find alternative dates If WhenI'm cancels: • We'll arrange alternative dates. • Full refund if no suitable alternative found. Changing your booking: • Switch dates with 7+ days notice (subject to availability). • Transfer to another person before first class (must fit course profile). -------- ATTENDANCE & MATERIALS • Attendance at all 6 sessions strongly recommended. • Missed sessions may be made up in later courses (subject to availability). • All course materials provided. • Bring pen/paper or laptop if helpful. • No recording permitted (audio, video, or photos of others). -------- PRIVACY & CONFIDENTIALITY • Confidentiality agreement signed at start. • What's shared in the course stays in the course. • Your personal data handled per our Privacy Policy. • Explicit consent required for photos/testimonials. -------- ** IMPORTANT: WHAT WHENI'M PROVIDES ** • WhenI'm provides education, information, and guidance only. • We do not provide regulated financial advice as defined by the FCA. • You are responsible for making your own financial decisions. • If you need personal recommendations about specific financial products, you should seek advice from an FCA-authorised financial adviser. -------- FULL TERMS & CONDITIONS Please read our full Booking Terms & Conditions at www.whenim.co.uk/booking-tcs before completing your booking. By booking a course, you agree to be bound by these terms. Minimum age: 18 years
Got any questions? Get in touch...
JudeGardner@whenim.co.uk
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.
