This is a virtual workshop run by Affinity Connect, aimed at any employee in the NHS Pension scheme who may be considering retirement, or have just started thinking about retirement plans. The session aims to encourage a positive and realistic approach to financially secure retirement and help employees make informed choices about retirement.
Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already in the planning stages.
Learning objectives:
- Explore changes in lifestyles.
- Identify where income is expected to come from and how it is taxed differently in retirement.
- Understand the State Pension and different types of workplace pensions.
- Learn about the risks and rewards involved in savings and investments.
- Discover why increased life expectancy escalates the dangers of inflation and how to combat it.
- Find out how to ensure your estate is passed to your intended beneficiaries.
- Understand Inheritance Tax.
- Understand the next steps and where to receive further guidance and regulated financial advice.
New! Promotional video: Planning for Retirement Promotional Video
This course is free to attend. If you would like to book your place, please click the link below:
Affinity Connect – Kernow Health CIC course registration page