Retirement: Pre-retirement

Prerequisites

The last two years before retirement are a good time to prepare for personal change in readiness for leaving employment. This programme will include detailed information on occupational pensions, financial advice and planning, tax and legal issues, as well as the emotional and practical issues accompanying retirement. You will have the opportunity to share information and discuss any concerns about retirement in a relaxed setting.

• University staff
• College staff
• Further details regarding PPD's eligibility criteria are available

• You should plan to attend both sessions

Number of sessions: 2

• Representatives from University Pensions Administration will provide details of the occupational pension schemes relevant to those attending the course (CPS, USS and CFPS). Benefits statements will be prepared and they will also answer individual queries
• Philip Bowden-Pickstock of Dartington Wealth will give a general overview of ways to increase retirement income and will give details of how tax is collected in retirement and answer questions. This information should help people decide whether detailed personal financial advice would be appropriate
• An external firm of Solicitors will outline how to protect assets in the event of death or mental incapacity with particular reference to wills and Powers of Attorney
• Susan Norman will discuss retirement planning

• to have an increased awareness of the support available to you
• to have established support mechanisms appropriate for your retirement
• to have explored what activities are available in retirement

• A fee of £130 per person applies for College staff to attend this course

If you would like to receive a Pensions estimate in advance of the programme please ensure that you book a place 6 weeks before the course starts, to allow sufficient time for it to be prepared

Two half day sessions