- Introductions
- Get to know everyone
- Your needs and issues as you start the planning process
- The changing retirement and pension landscape
- The demographic changes: implications of increased longevity and declining birth rate
- Government and Employer's response to the issues
- Finance
- How pensions work: state pensions and benefits, occupational and Personal Pensions
- Defined Contribution pension schemes: 'A' Day changes
- Savings and investments: the risk pyramid
- How does your financial health look? Thinking about your future needs and your current provision
- Obtaining advice
- Work
- Identify your priorities and objectives in the workplace
- Understand the legislative framework
- Understand your organisation's HR policies
- How to explore and activate the options
- Flexible working arrangements
- Working longer: maintaining skills and effectiveness
- Think about post-retirement activity and how to make it happen
- Health and Wellbeing
- Understand the ageing process
- Problem areas for older workers
- Additional Support
- What do you need? Where from? By Whom? Signposting
- Motivation
- Identify personal gaps and priorities
- Organise them for action
- Prepare your action plan
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