SAMPLE PROGRAMMES

 

Two Day Pre Retirement 'Open' Seminar

This event takes a positive look at the changes that occur as we approach retirement. The subject is approached optimistically, with plenty of straightforward hints and tips for making the most of this exciting time of life.

This seminar not only covers finance but also health, fitness, relationships and how to approach increased leisure time in a positive manner. It also aims to prepare people who are 1 - 5 years away from retirement to start seriously thinking of what work has meant to them both mentally and socially, and how to fill the gap it may leave.

The outside training facility Skills for Business Hillsborough, Sheffield is used. This location has good public transport links, easy access from both the North and South of the country by car, and ample parking. There is a hotel in the grounds called The Garrison which can be used by delegates wanting overnight accommodation.

Delegates are welcome to bring spouses/partners.

Fees are charged per delegate, and there is a discount for spouses/partners should they wish to attend.

Costs include all materials, refreshments, and lunch on both days. Special dietary needs can be accommodated upon request.

All delegates will be provided with a comprehensive workbook to supplement the event.

Each delegate will be asked to complete an evaluation questionnaire during the seminar. A copy of this is sent directly to you after the event.


Seminar Overview

• What Does Retirement Mean To You?
• Planning For Lifestyle Changes
• State Benefits And Implications Of The New Pension Legislation
• How To Claim Your State Pension
• Financial Planning Options – What Sort Of Savings Are Out There?
• Estate Planning And The Importance Of Making A Will
• Health In Retirement
• Changes In Relationships
• Planning And Developing Leisure Activities
• Security In Your Home
• How To Use The Internet To Save Money
• A Positive View Of The Future

'In House' Pre Retirement Seminar

This event is designed to promote a “ Realistic and Positive” approach to retirement. Delegates are encouraged to look forward with confidence to a well balanced and rewarding time of life.

This seminar not only covers finance but also health, fitness, relationships and how to approach increased leisure time in a positive manner. The seminar also aims to prepare employees who are 1 - 5 years away from retirement to start seriously thinking of what work has meant to them both mentally and socially, and how to fill the gap it may leave.

Duration – 1 - 2 day(s)

In – house seminars can be held in a suitably sized room in your offices, or an outside training or conference facility.

Costs will be agreed with you at the offset. Although there is a standard fee, on occasion this can be negotiated.

All delegates will be provided with a comprehensive workbook to supplement the event.

Each delegate will be asked to complete an evaluation questionnaire during the seminar. A copy of this is sent directly to you after the event.

Delegates are welcome to bring spouses/partners. Alternatively, employers can elect to include their people in our ‘Open’ Pre-Retirement Seminars.

Seminar Overview

• What Does Retirement Mean To You?
• Planning For Lifestyle Changes
• Pension Information – State And Company Provision
• State Benefits And Implications Of The New Pension Legislation
• Financial Planning Options – What Sort Of Savings Are Out There?
• Estate Planning And The Importance Of Making A Will
• Health In Retirement
• Planning And Developing Leisure Activities
• Security In Your Home
• How To Use The Internet To Save Money
• Looking Forward To Retirement In A Realistic And Positive Way

Mid – Life (Early Planning) Seminars

Often feedback from our Pre – Retirement events include phrases such as “I wish I’d had this information 10 years ago!” Our Mid Life Events address this need by discussing issues that although important later on are often bypassed, forgotten, or just not thought relevant by busy people in the middle of their careers.

With a particular focus on financial matters, this seminar aims to prepare employees who are 10 – 15 years away from retirement to make the best use of the years ahead.

Duration – 1 day

In – house seminars can be held in a suitably sized room in your offices, or an outside training or conference facility.

Costs will be agreed with you at the offset. Although there is a standard fee, on occasion this can be negotiated.

All delegates will be provided with a comprehensive workbook to supplement the event.

Each delegate will be asked to complete an evaluation questionnaire during the seminar. A copy of this is sent directly to you after the event.

Delegates are welcome to bring spouses/partners.

Seminar Overview

• Looking Forward To Retirement
• Planning For Lifestyle Changes
• Pension Information – State And Company Provision
• State Benefits And Implications Of The New Pension Legislation
• Financial Planning Options – What Sort Of Savings Are Out There?
• Estate Planning And The Importance Of Making A Will
• Health In Retirement

Seminars can be 'Tailor - Made' to a client's needs.

Please contact Lorraine Howie @ Prep for further information.

"People need to be directed into attending (the seminar) much earlier on in their career. This will take a lot of the worry away from them."

STH Pegasus Delegate

Home

 

Seminars/courses

 

Speakers/Benefits

 

Testimonials

 

Fees/Booking

 

News

 

Useful Links

 

Contact