Your 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

  • Changes in your lifestyle and options available to build a new way of life
  • Choices you need to make about your occupational pension before you leave
  • Where you can expect income from and how it is taxed differently in retirement
  • What different savings and investments can do for you
  • Why increased life expectancy escalates the dangers of inflation and how to combat it
  • How to ensure your estate is passed to your intended beneficiaries
  • How to deal with long term care costs and inheritance tax
  • Understand your next steps & where you can receive further guidance & advice


  • 28th November 2019
  • 6th February 2020
  • 7th May 2020
  • 18th August 2020
  • 30th November 2020

Venue and time

  • All 9.30-3.30 at Edward Lawson Centre, 297 Coltness Road, Wishaw, ML2 7EX


Please book by contacting us at or on 01698 520 639

Further Info

More details are available here 

Find out more

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