Online workshop – pre retirement planning

To support colleagues approaching retirement we provide for colleagues pre-retirement planning workshops to encourage a positive and realistic approach to a financially secure retirement, helping you to make informed choices about your retirement.

All colleagues considering retirement within the next three years will benefit from attending a workshop.

Course Objectives

  • What actions and choices need to be considered in the lead up to retirement with pension plans
  • What the State Pension may provide and when
  • What are the key considerations to take into account with savings and investments
  • What needs to be considered to combat inflation
  • Understanding tax allowances on savings and investments and how to maximise availability of these allowances in retirement
  • Understand the next steps and where to receive further guidance and regulated financial advice


  • 1st of February 9.30am – midday
  • 9th of May 9.30am – midday
  • 27th September 9.30am – midday
  • 21st November 9.30am – midday

Webinar hosting

The session will be on microsoft teams.  You will be able to access it by clicking a provided link.


Please note your interest or book by contacting us at

Further Info

More details are available here 

Find out more

on your pension and additional voluntary contribution (AVC) options available to you