Education - Pre-retirement
Preparing for your retirement

Seminars and courses

Held throughout the year, at venues across Europe, our financial education team hosts a full programme of events aimed at helping you be better prepared for the lifestyle and financial challenges that moving out of full time employment will bring. These events bring together various specialist speakers from eminent psychologists dealing with the psychology of change, to experienced estate planning solicitors looking at the issues of planning legacies and estate protection. With both residential and one-day events available, each offer the opportunity to network with peers from a wide range of sectors and to deal with individual circumstances with our range of expert speakers in a one-to-one setting.

Our retirement planning courses focus on a range of financial and lifestyle factors including:

•  The psychology of change

  •  Pension options and planning

•  Will and Inheritance Tax planning

•  Accessing state entitlements

Designing a financial plan for retirement

•  Maintaining social, emotional and physical health

Further work opportunities, either voluntary or paid

•  Planning fulfilling activities including leisure, hobbies and interests
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