Course programme

The content of each course varies according to the programme selected and the needs of each individual firm. As an example, the following subjects would normally be covered as core elements of our standard two-day pre-retirement course. Please ask if you would like to see details of the content of our other courses.

Day One Day Two
Registration and Welcome Choosing a financial adviser: advice on how to identify, select and work with a good financial adviser should you want to, and how to ‘do it yourself’ should you prefer to do this
Introduction: course programme, familiarisation with the course manual, resources etc Money Management: taxation, wills, estate planning, AVCs, personal pensions, pension commutation, insurance, investment strategies, and risk management
Retirement in perspective: an introduction to the concept of retirement, how it is changing and how individuals feel about this life change Life after work (Homelife): a look at the potential impact of retirement on relationships, dependents etc, and how to manage the transition
Occupational Pension and benefits: an explanation of the pension scheme rules / options, and any other potential retirement benefits to which attendees may be entitled Life after work (Creating a new life): paid and voluntary work opportunities, building a portfolio of interests, creative use of leisure time etc
State pension: the various state pensions, entitlement criteria, claiming etc
The Financial Conduct Authority does not regulate tax advice, estate planning, wills or trusts.