Pre-retirement Planning

Pre-retirement Planning
PreretirementPlanning
Course Information
These classes will be delivered online.
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
✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
LD Prospectus Event Category
Personal and People Development
Useful Links / Resources

Planning for Retirement Poster - 2025 Version (2).docxPlanning for Retirement Poster - 2025 Version (2).docx

Available Dates