We run the most extensive schedule of open pre-retirement courses available in the UK with over 200 each year across 45 locations, as well as in-house courses for both Public and Private sector organisations. So whether you have one person retiring each year, or many, we can help.
Our schedule map to the left will provide you with an at a glance view of the locations, or our workshop calendar to the right will show you the 2017 course dates available.
Our in-house retirement training page will explain what is available and how this can be tailored to include any organisation specific requirements.
About our 1 day pre-retirement courses
The removal of the Default Retirement Age (DRA) has put the decision when to retire into our own hands. This is good news but at the same time it also introduces the danger of drifting on at work and missing the opportunity that retirement presents. In addition the 'Pension Freedom' changes since April 2015 add to the opportunity and complexity of financial decision making.
Our one day Retirement Courses cover all the lifestyle aspects of retirement and associated finance. They differ from other courses in the way we ensure participants are involved in thinking about and planning retirement from their own point of view.
……along with the others attending the course, I found that I was being made to THINK about retirement, in all of its aspects, and challenged to question many of my pre-conceived ideas…
The courses assist delegates to see the opportunity that retirement presents, to decide when to retire if they haven't yet done so, to remove any concerns and to plan how they will make the most of it.
The events themselves are highly enjoyable; invariably the mood at the end of the day is one of having had a thoroughly good time, as well as having gained a great deal of value.
The 10 modules of the retirement courses are fully supported by handouts, plus details of where to obtain further information.
The retirement courses can be attended with or without partners, but if budget allows we strongly recommend that partners should be invited, as experience has shown us that there are extra benefits when both attend.
You can read more about our pre-retirement courses in the overall Retirement Courses section, including their value and why everyone approaching retirement should consider one.
Extended 2 day Retirement Course
In addition to our standard 1 day pre-retirement courses we offer an extended 2 day course. The standard course covers all the lifestyle aspects of retirement and all the key aspects of retirement finance. The extended course is intended for individuals who want to spend additional time looking in more depth at the financial aspects of their retirement, including options opened up by pension freedom. The first day is focused on lifestyle aspects, while day two is purely focused on a detailed look at financial planning aspects.
After the Events
The end of the course is not the end of what we provide. We also provide on-going retirement assistance to delegates through our ‘Making the Most of Retirement’ programme, a combination of free and chargeable services.
Just take a look at our section on 'After the courses' to see the breadth of information and facilities our network of writers and researchers provide for making the most of retirement.