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

Date

  • 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

Booking

Please book by contacting us at NLlife@northlan.gov.uk 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