Overview
To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices
about retirement.
This course will enable you to
– Explore changes in lifestyles
– Identify where income is expected to come from and how it is taxed differently in retirement
– Understand the State Pension and different types of workplace pensions
– Learn about the risks and rewards involved in savings and investments
– Discover why increased life expectancy escalates the dangers of inflation and how to combat it
– Find out how to ensure your estate is passed to your intended beneficiaries
– Understand Inheritance Tax
– Understand the next steps and where to receive further guidance and regulated financial advice
Who is the Course aimed at
Employees, regardless of grade, considering retirement, or for those who have just started thinking about retirement plans.
