Retirement
in Sight

There are lots of things to consider when planning for retirement, which often makes people feel overwhelmed and underprepared. One of the biggest dilemmas for those approaching retirement today is balancing the life they want to live now with the life they hope to live in retirement.

We look at a wide range of retirement issues in a gentle, supportive environment, including:

  • You: retirement today, thoughts and emotions around retirement, dealing with relationships and change!
  • Money: how to prepare, understanding state & private pensions, tax and why it is important, savings, protection, wills and other money matters, how to work with a financial advisor
  • Health: mind, body, and nutrition
  • Time: social, voluntary or paid work, leisure

How do employers benefit?

This course is a really good way to offer employees something fun, engaging and useful. Happy people lead to a more productive, engaged and healthier workforce. Helping people to grab some money skills in a non-judgemental, unbiased and fun way saves them time, money and helps them build a happier future. This in turn reduces stress and absence in your workplace and leads to a more motivated workforce.

We know money keeps employees awake at night. We know they look to their employers for help.

What people have said?

Attendees have been delighted with the detailed information and well-delivered presentations, giving them confidence to think about their future in a supportive environment.
Community Fund Development Manager, Royal Society of Chemistry

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Providing easily-understood information to help everyone ‘move forwards’ with their finances. The session is designed to be fun and interactive, and attendees will receive planners to take away to help them become ‘better with money’.