Retirement Planning and Effective Tax Planning – Financial Education by Affinity Connect


These, free to attend, virtual workshops are run by Affinity Connect, and are aimed at any employee in the NHS Pension scheme.

 

Planning for Retirement – promotional video

Are you considering retirement, or have you just started thinking about retirement plans?  This session aims to encourage a positive and realistic approach to financially secure retirement and help employees make informed choices about retirement.  Please see agenda for more details.

  • 8th December 2026, 9:30am-12:00pm

If you would like to book your place please click here

 

Your Pension and the Public Service Pension Remedy – promotional video

Did you join the NHS pension scheme on or before 31st March 2012 and were still a member of the scheme on or after 1st April 2015?  If your answer is yes, it is likely that you’ll be part of the McCloud judgement remedy which resulted from the breach of age discrimination rules.  Please see agenda for more details.

  • 4th August 2026, 1:00pm-2:30pm

If you would like to book your place please click here

 

NHS Partial Retirement – promotional video

If you are thinking about your retirement income options and want to understand more about all the flexible ways you could take your pension, especially the option for drawdown, then this course would be ideal for you. Please see agenda for more details.

  • 5th October 2026, 9:30am-11:30am

If you would like to book your place please click here

 

Effective Tax Planning for Higher Earners – promotional video

Are you earning over £50,000 per year?  If so, are you aware of the legitimate tax planning opportunities available to you and your family?  Many higher earners unknowingly fall into tax traps – but with the right planning, you can optimise your finances and keep more of what you earn.  Please see agenda for more details.

  • 3rd November 2026, 1:00pm-2:15pm

If you would like to book your place please click here