2022/2023 course: This course runs once a year.
This course will be delivered on campus as an in-person event.
By listening to expert speakers and through informal discussion, this course aims to give staff considering retirement an opportunity to prepare themselves for their future, so that their new life may be approached with confidence and enthusiasm.
The course includes the following:
- The theme of retirement
- Wills, trusts
- State benefits
- Your university pension scheme
- Financial planning
- Good health
Morning session focuses on planning your finances for retirement. There will be an overview of your LGPS & USS occupational pension and the changes to this scheme.
Planned Future will help you understand the different types of pension plans you may have and relevant taxes; they share planning tips for retirement and beyond; and look at the importance of Wills and Power of Attorney. In addition the opportunity to look at investments and the role of risk in combating inflation, and making your money last for your lifetime.
Afternoon session is focused on helping you make the most of your freedom in retirement. With focus on the social and emotional impacts rather than the financial.
Who should attend
This course is suitable for you if you are expecting to retire in the next 2 years
We welcome partners, if places are available. Please make your request by email to Workforce Development team.
Presenters: The course is led by Planned Future and there will also be a representative of the University's Pension team.