Retirement Seminars

Retirement Seminars
RetirementSeminars
Course Information
Explains in detail all versions of the NHS Pension Scheme so that you understand the benefits and options available to you both before and after retirement. Also covers the State Pensions, Tax, Saving, Investing, Wills and Estate Planning and what advice is available.
Learning Outcomes

A detailed understanding of your NHS Pension and State Pensions together with the financial, taxation and legal considerations you need to be aware of.

Legislation Guidance

NHS and State Pension regulations.

Taxation including Inheritance Tax.

Long Term Care .

Wills and Intestacy.

The Financial Services Acts

Refresher

Ideally 10 years and 5 years before planned retirement and then within 6 months of retirement.

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
Trainer or Facilitator

Queries
learninganddevelopment@merseycare.nhs.uk 

Available Dates