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Training courses: Sign up to Mid-career financial planning and Pre-retirement course

The TALENT project team is pleased to announce the following new courses

  • Mid-career financial planning
  • Pre-retirement course
Mid-career financial planning

This course is designed to help employees identify the key financial issues that can arise during their working life, including workplace and state provision, and assist them with making key decisions.  The course is aimed at anyone wishing to take control of their finances.

Key learning outcomes:

  • Encourage greater confidence in financial matters through increased financial knowledge
  • To understand workplace pensions and the benefits that are available to employees
  • Highlight key decisions that may need to be taken
  • Understand tax and tax efficiency 
  • Understand the different types of workplace pensions
  • Learn about the risks and reward involved in savings and investments
  • Understand the next steps and where to receive further guidance and regulated financial advice

Location: Online

Duration: 2 hours

Dates: 17 June 2021, 1pm and 17 September, 1pm

Sign up here

Pre-Retirement course

To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices about retirement.  The course is aimed at employees, regardless of grade considering retirement within the next seven years.

Key learning outcomes

  • Identify changes in lifestyles and options available to build a new way of life
  • 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 reward involved in savings and investments
  • Discover why increased life expectancy escalates the dangers of inflation and how to combat it
  • Understand the next steps and where to receive further guidance and regulated financial advice

Location: Online

Duration: 2.5 hours

Dates: 3 June 10am, 24 June 10am, 8 July 1pm, 27 July 1pm, 17 August 10am, 14 September 1pm

Sign up here