There are two variants of Planning Retirement Workshops. The standard 1 day workshop (see separate overview) is a facilitated workshop covering all the lifestyle aspects of retirement and all the key aspects of retirement finance. The 1½ day extended workshop (described below) covers the same ground but is intended for individuals who want to spend additional time looking in more detail at the financial aspects of their retirement, have particular concerns about their financial arrangements, or would benefit from the next level of detail.
Day one of the workshop focuses primarily on the lifestyle aspects of retirement. The key benefit is that the workshop isn't just about passing information. The exercises and discussions assist delegates, and if appropriate their partner, to identify what is important to them personally and to identify the actions they need to take to ensure they enjoy and make the most of their retirement. If they haven't already decided exactly when to retire, the workshops will help them weigh up the possibilities and decide what is right for them.
The extra ½ day takes a more concentrated look at the big financial decisions prior to, at and after retirement and how to go about making those decisions. Individuals who want more in-depth financial information, a clearer picture of what Pension Freedom will mean, or who simply want to spend more time considering their finances, will find this extra ½ day rewarding.
The aim is to ensure delegates:
- are given sufficient knowledge to inspire further confidence when it comes to making the key decisions related to their 'financial strategy' for retirement,
- build an extended 'to-do' list of actions specific to their finances, and
- are in a position to have informed discussions and get what they need should they make use of a financial adviser.
The workshop uses a mix of techniques to ensure delegates think about their own personal situation and how they might improve on their current plans and arrangements.
Residential and Non-residential options
Residential option includes 3 course dinner at a time of your choosing, bed and breakfast.
Non-residential option is also available and is the only option available at London venue.
Note that the terms Retirement Course, Retirement Seminar, Retirement Training, Pre-retirement Course will also often be used interchangeably to describe this type of course. Other terms relevant particularly to day 2 are: financial education, financial planning, pension freedom.