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About Our Retirement Planning Courses

Aim

The aim of our retirement planning course is to consider the changes that take place at retirement and how they can be managed in a positive way. We hope to shift the attitudes of our attendees, turning negative attitudes of retirement into positive ones.

Objectives

  • To know what issues are important at retirement
  • To understand the processes of managing the retirement transition
  • To understand the process of taking stock, looking at options and planning the future at the time of transition into retirement in areas such as finance, health, work, leisure, relationships, self-identity, as well as others identified during the course.

Each course lasts 2 days, starting at 09:30 and finishing around 16:30 each day. All courses are non-residential.

The methods used during the courses are interactive and based on good practice in adult education. All Life Academy tutors have successfully completed our Postgraduate Certificate in Life Planning.

Each course is facilitated by two tutors. This means that if necessary, break-out sessions can be incorporated, and all eventualities can be covered.

All tutors are fully equipped to facilitate all aspects of the course including the financial elements. Please note however, we do not market or promote particular financial products or services through our courses.

Life Academy courses provide effective and practical experiences that enable individuals to build secure plans for their future lives.

During the course all attendees will receive a course pack which contains:

  • ‘Your Retirement’, an annually updated 90-page book published by Life Academy which covers the major concerns raised by course participants
  • The Learn About Money financial education workbook with a module specifically devoted to Pensions
  • A range of useful leaflets from the Department for Work and Pensions, Financial Services Agency, HM Revenue & Customs and Life Academy, and contact numbers for future use.