Pre-Retirement Seminar

Programme Title	Pre-Retirement Seminar – New Design & Content for 2024
Overview	The Pre-Retirement Seminar is an Online Half-Day Event designed for Colleagues who are thinking of retiring in the next few years. The Seminar is structured around 3 Main Topics. The Transition into Retirement – (Interactive Group Session) The NHS Pension Scheme – (Plus State Pension & Previous Pensions) Financial Planning – (inc creating your own Budget Plan) 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
Duration	10:00 – 13:00
Suitable for…	Designed for Colleagues who are thinking of retiring in the next few years
Programme Content	The Transition into Retirement – (Interactive Group Session) The NHS Pension Scheme – (Plus State Pension & Previous Pensions) Financial Planning – (inc creating your own Budget Plan)
Programme Detail	The Transition into Retirement The lifestyle & emotional transition from Employment to Retirement What would you like to do in your retirement? How do you see your identity into retirement? Group Breakout Sessions Creating your own Retirement Plan The NHS Pension Scheme Do you know about the changes to the NHS Pension Scheme introduced in 2023? Are you going to be affected by the recent McCloud Judgement? Overview of NHS Pension Scheme (The 1995, 2008 & 2015 Sections of the NHS Pension Scheme) Are you affected by the introduction of 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 ISAs Diversification Creating your own Financial Plan State Pension Previous Employer Pensions
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 10 Delegates for each Event.

Pre-Retirement Seminar – New Design & Content for 2024