Pre-retirement Planning

Pre-retirement Planning
PreretirementPlanning
Learning Outcomes

​​The course will cover the following:-

  • State Pensions & Allowances

  • Company Pensions

  • Investments & Savings

  • Insurance & other benefits

  • Wealth Preservation & Wills

  • Long Term Care & Inheritance Tax
Target Audience
Open to all staff
Band (Suitability)
Band 1 Band 2 Band 3 Band 4 Band 5 Band 6 Band 7 Band 8 Band 9
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LD Prospectus Event Category
Personal and People Development

Available Dates