Programme Title

Pre-Retirement Seminar


The Pre-Retirement Seminar is a full day Event designed for Staff who are thinking of retiring in the next few years.

The day is structured around 4 Main Topics.

The Transition into Retirement, The NHS Pension Scheme, Financial Planning, Wills & Powers of Attorney.

Each topic is supported by a Guest Speaker.

Seminar Feedback & Outcomes“Really well delivered day. Well balanced & delivered with clarity & care” – Matron
“Good prompt to get a forecast on my NHS Pension” – Staff Nurse
“Made you want to think & plan for your Retirement” – Mental Health Officer
“Really good overview of how to manage investments” – Ward Clerk
“Exceeded my expectations. What more can I say” – Midwife
“Everything I needed to know was covered & more” – Medical Secretary
“Lots of information. Well worthwhile attending.” – Health Visitor
“Now I understand the NHS Pension Scheme after paying in for so many years!” – Physiotherapist
“Prompted me to review my nominations for NHS Pension survivor benefits” – Radiographer
“Very helpful reminder regarding the need to manage your finances into retirement.” – Nurse
“Liked the group interaction session on Transition into Retirement. Great icebreaker.” – Midwife
“Must do my Will & chat to my Mum about Powers of Attorney.” – Medical Records Clerk
DurationFull day – 9.30am – 4.00pm
Suitable for…Designed for Staff who are thinking of retiring in the next few years
Programme Content
  • The Transition into Retirement
  • The NHS Pension Scheme
  • Financial Planning
  • Wills & Powers of Attorney
Programme Detail

The Transition into Retirement

The lifestyle & emotional transition from Employment to Retirement What would you like to do in your Retirement
Group Breakout Sessions
Creating your own Retirement Plan

The NHS Pension Scheme

Overview of the NHS Pension Scheme
(The 1995, 2008 & 2015 Sections of the NHS Pension Scheme)
Will I be affected by the introduction of 2015 Section?
Why am I affected by the introduction of the 2015 Section?
Contributions and eligibility
When are retirement benefits payable
How are your benefits calculated
How to apply for your benefits
Flexible retirement & Draw Down
Life Assurance & Family Benefits
Increasing your Benefits
I believe that I can increase my Pension by an additional £6,500 per year through the NHS Pension Scheme?
How can I do this & how much does it cost?

Financial Planning

Overview of the concept of Financial Planning Pre & Post Retirement Budgeting
Jargon Buster

Creating your own Financial Plan

Wills & Powers of Attorney

Overview of Wills
What happen if you don’t have a Will?
“Home Made” Wills
Use of Trusts
Overview of Powers of Attorney
How a Power of Attorney could work within a Family structure

Group Size

We always endeavour to run Events that are interactive, personal, friendly & inclusive.

This tends to work better with a slightly smaller group.
With this in mind, we look towards a Max Capacity of 15 Delegates for each Event.