University of Bath

Retirement - planning for the future

A course for staff considering retiring in the next 3 years to support you to prepare yourselves for the future.

9 Jan 20199.30am
to
9 Jan 20194.00pm
Subsidised

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.

It is strongly recommended for anyone expecting to retire in the next 3 years.

The course includes the following:

  • The theme of retirement
  • Wills, trusts
  • State benefits
  • Your university pension scheme
  • Financial planning
  • Investments
  • Good health

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

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.

The personal advice given at the seminar will be free and participants may follow the course with one-to-one consultations at a later date (up to 1 consultations will be free of charge). You may contact Blackstone Partners directly to arrange a one-to-one consultation by emailing louise.watson@blackstonepartners.com.

Registration from 9:15am, for a 9.30am start.

A buffet lunch will be provided, please email any dietary requirements at least a week in advance.

Pre-work

There is no pre-work for this course.

Booking guidance

To book/cancel your place once a course date has been arranged - please see the instructions for using Employee Self Service (ESS).

2018/19 courses: This course runs once a year - course dates are published approximately 6 to 8 weeks beforehand.