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.

When this course runs

Date(s): tbc

Time: 9:30am - 4.00pm (registration from 9:15am, for a 9.30am start). A buffet lunch will be provided.

Presenter(s): Blackstone Partners

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

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

About this course

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).

Pre-work

There is no pre-work for this course.

Who should attend this course

Anyone expecting to retire within the next 3 years.

If we are oversubscribed, priority will be given to those retiring in next two years.

Partners are welcome to attend.

Book or cancel your place 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.

You line manager will receive an automated notification that you have booked a place.

Your partner is welcome to attend with you (numbers permitting) - please email staffdev@bath.ac.uk to arrange this.

If the course date is yet to be confirmed but you would like to be added to a waiting list, please email staffdev@bath.ac.uk.

We assume that if you need permission or agreement to attend this course you will have arranged this before booking.

Cancel your place

You can cancel your place using Employee Self-Service (ESS).

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

Online learning and resources

Access online tools and support 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.