Pre-Retirement Seminar

Programme Title	Pre-Retirement Seminar
Overview	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
Duration	Full 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 ISAs Diversification 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.