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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 3 years to support you to prepare for the future.


2019/2020 courses: This course runs once a year. Course dates are published approximately 6 to 8 weeks beforehand.

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

Who should attend

This course is suitable for you if you are expecting to retire in the next 3 years

We welcome partners, if places are available. Please make your request by email.

Presenters: The course is led by Blackstone Partners, and there will also be a representative of the University's Pension Unit.


Pre-work

Review and complete pre-work for this course.


There is no pre-work for this course.


Free consultation

Blackstone Partners offers all members of staff a free consultation regarding financial matters, such as matters involving retirement, redundancy, wills and lasting power of attorney (inheritance tax).


Blackstone Partners is authorised and regulated by the Financial Services Authority as Independent Financial Advisers. 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.

Please contact Blackstonepartners (louise.watson@blackstonepartners.com) if you wish to arrange a consultation.


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.

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 dates

  • Tuesday 17 December 2019, 9:30am - 4:00pm, Registration from 9:15am

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

You can access the related online 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.