After having received funding from the Pensions Education Fund, Life Academy is offering free one day workshops for employees who are in their early 50s.
The workshops will raise awareness and understanding of retirement planning and financial issues, to enable employees to review their attitudes, intentions and behaviour so that they can more effectively plan and make provision for their retirement.
By the end of this innovative workshop employees will be able to:
- shape their attitudes and make appropriate choices concerning work, money and retirement
- design plans and take action relevant to their specific life situation
Workshop Content
- Needs and issues concerning retirement and money
- Concerns and issues of the workshop participants
- The changing retirement and pension landscape: the demographic changes and implications of increased longevity and declining birth rate; Pensions Commission Reports; Government White Paper
- What to avoid as a pensioner
- Reviewing the Transition
- Visions and dreams; managing change model; work, relationships and leisure time
- Working Longer: maintaining skills and effectiveness
- Financial Capability
- Attitudes to money and money at different life stages
- Managing money: budgeting and debt
- Pensions: State Pensions and Benefits, pension forecasts; Occupational and Personal Pensions; types of schemes; defined contribution schemes; ‘A’ Day changes; taxation
- Savings and Investment; risk and the risk pyramid
- Obtaining advice
- Focus on Health and Wellbeing
- Additional Support
- What do you need? Where from? By whom? Signposting
- Motivation and Life Planning Taking Action
- Identify personal gaps and priorities
- Organise them for action.
Workshop dates
We have already run a number of very successful workshops around the country. The final session is taking place on 6th December 2006 at the offices of The Pensions Trust in Leeds .
This free workshop offers individuals an excellent opportunity to find out whether the retirement planning that they have done so far is realistic or not. By targeting people in their early 50s, it gives them the chance to amend their plans if needed while there is still enough time before retirement for the changes to take effect.
There are still a few vacancies left on this workshop in Leeds. Places are filling up fast, so to be sure of a place contact us now!
You can either book a place for yourself, or Corporate Members can book places for any number of their staff (subject to availability).
To book places, please email Jean Vesey.
