Pre-Retirement Education

Educational Seminars, 1-2-1 Advice and Technology Based Learning

Help Your Employees Enjoy a Better Retirement

Help Your Employees Enjoy Their Retirement

Pensions Freedoms, buying an annuity, pension consolidation…there’s lots to consider.  Retirement means different things to different people; from stopping work altogether to a slow and gradual wind down of commitments –  making sure the level of income needed as you move away from full-time employment is sustained, is key to a long and happy retirement.  Nowadays a pension is not the only way of building a wealth to support you in later years – other savings and assets, including ISAs or property can also form part of your overall retirement package.  From a tax point of view, pensions still offer great value, and there are now more ways than ever to generate income from pension assets at retirement.  From buying an annuity to taking a lump sum or making regular withdrawals while continuing to invest – while rule changes in recent years have increased the flexibility of pensions; they have also increased the complexity.  We can match you with partners who can help your employees with these important life decisions.

Workplace Education

Our partners deliver flexible advice sessions based on you, the employer’s preference.  Typically in the first instance, a group workshop (attendees within 6 months of retirement) would be arranged where the basics would be covered.  If any employees would like further advice this can then be done on a 1-2-1 basis. Many employers are happy to create 30-45 minute slots throughout the day for employees to attend these 1-2-1 meetings.  Feedback from employees for this service is excellent.

Employers who actively engage with employees and address concerns that affect their wider lifestyle can benefit from measurable business savings.  Retirement can be a daunting prospect for employees and they face numerous key decisions that can affect their performance at work.  Providing employees with pre-retirement education in the workplace can make employees happier, more focused and engaged with the business.  This has a knock-on effect on the profitability of the business.  The goodwill also filters down through the organisation as employees who aren’t retiring can see they are working for an employer who treats their employees well.

Contact Us Online or by Phone

Get in touch, one of our friendly team will take a few details and take the time to understand what you need help with.

Our Partners Will Come To You

Depending on your preference, we can arrange no obligation, face to face meetings with 1 or more of our partners. Just let us know your availability and we will do the rest. We understand you are busy, let us lighten the load and take care of the organisation.

Why will your employees will love this?

Ready To Spread the Love?

Give us a call on 0203 818 1796 or complete this form and one of our team will be in touch at a convenient time.

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