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

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

Course overview

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).

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.

Book or cancel your place using ESS

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.

Related online learning and resources

Access online tools and support about recruitment and interviewing on-demand via the Development Toolkit, such as:

Request a further consultation with Blackstone Partners

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).

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