Pre-Retirement Planning

Course Code
Course Types
Training Event
This session is intended for those who are retiring imminently, or those who are planing to retire within the next 2 years.  This seminar will provde you  with an introduction to the issues affecting your retirement.  It can help you to plan bothe financially  and emotionally for the next phase of your life.

Research has shown that both financial considerations and social and emotional impacts are improtant when planning for retirement.  This seminar includes modules on:

  • financial planning including investments & taxation

  • your occupational pensions benefits

  • your state pension entitlement

  • adjusting to and planning for retirement


This course has been designed in partnership with the Sussex Training Consortium.  Please ensure that if you aren't able to attend, to cancel your place with at least 5 working days notice; if not, you will be charged the attendance cost of £25.

To register for this course, please book via the Learning Gateway.
Start Date
Friday 13 September 2019
End Date
Friday 13 September 2019
09:30 - 16:30
Number of Sessions
Learning outcomes
By the end of this session, you will:

  • understand the financial implications of retirement

  • learn about your state pension entitlement

  • understand your occupational pension

  • identify personal and financial actions which will help you make the most of your retirement

  • start the process of planning for a successful retirement

Additional information
Outline programme:

Financial planning (part 1)
  • Making a good pension choice
  • Taxation in retirement
  • Wills and the Power of Attorney

Financial planning (part 2)

  • Inflation & longevity
  • Investmet strategies
  • Planning your estate

Features & benefits of the LGPS

State pension

  • Overview of state benefits and qualifying criteria

Life impact of retirement

  • What does retirement mean  to you?
  • Short, medium and long term plans
  • Hopes and concerns for retirement
  • Planning a positive transitionfrom  working life
Target Audience
Brighton & Hove City Council Staff / For anyone where relevant to role
target audience
Course pre-requisites
Hove Town Hall - Meeting Room G79, Ground Floor, Norton Road
Event Trainers
Trainer TBC A
Pricing Bands
Tier 1
Tier 2
Tier 3
Tier 4
Tier 5