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 employer for help.

What people have said?

Simple, fun and practical – great for all employees – wish I had used these tools years ago!
Helen, Software Manager

This was a great opportunity to look after my own finances (which I never have time to do!), the trainer breaking all the elements down into tips and tools to follow helped me get back on track and feel happier
Jon, Administrator

Get in Touch

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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’.