Aim:
- To assist
clients to prepare for the changes which take place at retirement and
explore the opportunities that this change in lifestyle
makes available to them
Objectives
- To prepare
for and address the issues
that are important at retirement;
- To begin
the process of taking stock, planning for the future including
finance, health, work, leisure,
relationships etc,
COURSE
CONTENT
Introduction
Change
and People
- Changing Life Patterns and
Changing relationship
- Feelings
- Whose Retirement is it?
- Living with a Stranger
- Maturity Brings Wisdom &
Humour
- Time on your Hands! Options
Getting things straight
- Home Security
- Legal Matters
- Making a Will
- Basic Rules of Intestacy for England & Wales
- Inheritance Tax
Healthy Lifestyle
- What is Health
- Personal Risk Chart
- Why do we Exercise
- Which Exercise to Choose
Starting to plan your
lifestyle
- Action Plan
- Moving versus Staying Put
- To Move or not to Move? (That is the question)
Creative retirement
- Job Hunting in retirement
- Continued Learning
- Voluntary Work
Financial aspects of
retirement
- The Pension Income Ladder
- Qualifying for a State Pension
- Tax & National Insurance
- Income Tax Self Assessment
- Budgeting
- Budget Sheet – Self & Partner
- Questions to Ask a Financial
Adviser
- Personal Planning
Comprehensive
handouts are provided
and a retirement
hotline is available
for delegates to
use to discuss any
issues with an
experienced retirement
consultant free
of charge
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