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Sign up in June and SAVE 10%. Start to make sense of the midlife muddle. Discount applied automatically

Sorting Out... Sept-Oct

Tues 1 Sept - Tues 6 Oct, 7 - 9pm

Starts 1 Sept
From 300 British pounds
Upstairs room, Banana Tree restaurant, 33 The Broadway, Haywards Heath RH16 3AS

9 spots left

About this WhenI'm course

WhenI’m… 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. ------- 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

Let's design your party together...

You bring your people and create the vibe...   

Drinks at 8pm with friends from your sports team or book club? Tea and scones on a Sunday afternoon, if that's your thing? Built into your team away day? A long lunch with family? Pizza after work for your colleagues? Any group ready to sort it together!

  • We’ll bring the expert, the format,  a friendly pensions brain and the fairy lights!

  • You choose the venue, the time and the food and drink.

  • Whether that’s a local venue, your workplace or someone’s home, we’ll make it work. Tailor-made to work for you.

  • Making sorting out your pensions a pleasure, not a chore!

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