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Retirement - planning for the future

A summary where you can check whether this course meets your development needs and review pre-work, online tools and course dates.

Course overview

A course for staff considering retiring in the next 2 years to support you to prepare for the future.


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
  • Investments
  • 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.


Pre-work

Review and complete pre-work for this course.


There is no pre-work for this course.

Please click on this weblink to download the course agenda and have it available before joining the session.


Free consultation

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Planned Future offer all members of staff who attend the course a free 90 minute consultation (optional) regarding financial matters, such as matters involving retirement, redundancy, wills and lasting power of attorney (inheritance tax). The 1:1 consultation may be requested at a later date, there is no time period in place, when taking up the opportunity.

Planned Future is authorised and regulated by the Financial Services Authority as Independent Financial Advisers with sister company Chadwicks IFA. Since they are independent, they are able to advise upon the widest possible range of products available from different companies. Any advice given will be generic in nature and not focused on any one company, participants are under no obligation to follow up any of the advice.

For enquires contact enquiries@plannedfuture.co.uk


Related online learning and resources

Access online tools and support on-demand.



Book or cancel your place using ESS

Find out how to book or cancel your place, plus read guidance on required timescales and discussions with your managers.


Discussing your learning and development with your line manager

We assume that if you need permission or agreement to attend this course you will have arranged this before booking, and have also jointly discussed the following with your line manager to ensure that the training is suitable and your learning can be transferred back to the workplace:

  • how this training will help to deliver your individual/team goals
  • the expected outcomes (i.e. what is expected to change/improve as a result)
  • any support required post-course to enable you to transfer your learning back to the workplace

Your manager will receive an automated notification when you book or cancel a place on a course using ESS.

Book a place

Once a course date has been arranged you can book your place using Employee Self-Service (ESS). You must book a place to be able attend. Download instructions on how to book your place using ESS.

As the course is offered once a year, if the course date is yet to be confirmed and you would like to be added to a waiting list, please email staffdev@bath.ac.uk.

Cancel your place

You can cancel your place using Employee Self-Service (ESS). Download instructions on how to cancel your place using ESS.

Please cancel your place as early as possible, and at least 3 days in advance, to allow others to book instead.

Course date

  • Thursday 12 January 2023, 9:30am to 4pm

If you would like to be added to a waiting list, please email staffdev@bath.ac.uk.

You can access the related online resources including the Retirement playlist (grouped resources) at any time, even if you have not booked a place yet.

Booking details

Register for this event

Enquiries

If you have any questions, please contact us.