Preparing for Retirement

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Preparing for Retirement

PACT HR are very pleased to be working with Affinity Connect, a leading provider of financial education in the workplace, in order to offer Pre-Retirement Workshops as part of the suite of learning and development opportunities. There are two different sessions to chose from depending on the pension-fund applicable to you:

Pre-Retirement - Teacher Pension Scheme Twilight Session

Duration: 2 Hours (4 pm to 6 pm)
Cost: Free

Audience: Individuals within the Teacher’s Pension Scheme considering retirement within the next three years.

Overview: The session will provide an overview of the key issues relating to retirement and encourage a positive and realistic approach to a financially secure future.

Course Objectives:

      • Choices you need to make about your occupational pension before you leave
      • What the state pension may provide
      • What different savings and investments can do for you
      • Why increased life expectancy escalates the dangers of inflation and how to combat it
      • How to ensure your estate is passed to your intended beneficiaries
      • Understand your next steps & where you can receive further guidance & advice

Pre-Retirement - Teacher Pension Scheme and Local Government Pension Scheme Session

Duration: Full Day (9.30 am to 3.30 pm)

Cost: Free

Audience: Individuals within either the Teacher’s Pension Scheme or Local Government Pension Scheme considering retirement within the next three years.

Overview: The session will encourage a positive and realistic approach to a financially secure retirement and help your make informed choices about retirement.

Course Objectives:

      • Changes in your lifestyle and options available to build a new way of life
      • Choices you need to make about your occupational pension before you leave
      • Where you can expect income from and how it is taxed differently in retirement
      • What different savings and investments can do for you
      • Why increased life expectancy escalates the dangers of inflation and how to combat it
      • How to ensure your estate is passed to your intended beneficiaries
      • How to deal with long term care costs and inheritance tax
      • Understand your next steps & where you can receive further guidance & advice
Remaining Dates!
Pre-Retirement
TPS Twilight Session
22nd November 2019 4.00pm –
6.00 pm
Margaret McMillan Tower,
Bradford
Pre-Retirement
TPS Twilight Session
10th December 2019 4.00pm –
6.00 pm
Margaret McMillan Tower,
Bradford
Pre-Retirement
TPS & LGPS Session
22nd January 2020 9.30am –
3.30pm
Margaret McMillan Tower,
Bradford
Pre-Retirement
TPS Twilight Session
25th February 2020 4.00pm –
6.00 pm
Margaret McMillan Tower,
Bradford
Pre-Retirement
TPS Twilight Session
20th March 2020 4.00pm –
6.00 pm
Margaret McMillan Tower,
Bradford

How to Book:
If you wish to discuss the course in more detail or wish to book a place on one of our planned sessions just call or email a member of the team aon 01274 436644 or email us at Pact-HR@bradford.gov.uk or on Eventbrite here. You can also find further information on our Twitter and Facebook pages.