BENEFITS


To Your Company:

• Better relationships within and outside the company
• Gives reassurance and sense of direction to employees, possibly improving morale and performance
• Staff have greater sense of value
• Increases employee satisfaction, by sharing sense of control over the retirement process
• Employee exit procedures enhanced
• Staff motivation and retention improved
• Corporate image raised in the professional community


To Your Employees:

• Helps install a more positive attitude towards retirement
• Provides time and opportunity to take stock and consider the future
• Provides opportunity to share experiences with a group who are at a similar life stage
• Makes them feel more valued by the Company
• Gives them chance to review their post - work life and think about the changes they need to make to secure a happy future
• Improves resilience, competence and potential

SPEAKERS

We invite a team of excellent presenters to complement the structure of the seminar. Several of these are actually retired persons who obviously have first hand knowledge of the issues involved in preparing for this time of life. The Independent Financial Advisors who form part of our team, provide an educational presentation that does not include any "hard sell" on either specific financial products or on their services, although an invitation to seek their advice on an individual basis, is offered to delegates during the event. Whether this offer is taken up is entirely the decision of the delegate and they will not be pushed to do so.

Please look at our Sample Programme page to see the subjects we may cover.

"This event has been extremely valuable. It has given me a lot of food for thought. I'm glad I did it a few years before retirement"

Sheffield College Delegate

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Our speakers include:

Malcolm Simpson MBE:

Malcolm worked for the Department of Social Security for over 30 years, the last 12 years having been spent working as a publicity and information officer in Yorkshire., the last 6 years primarily in the Leeds area.
In this time, Malcolm dealt extensively with the press and radio and lectured regularly, not only in Yorkshire but all over the country, on over 20 of the 30 plus benefits.

A specialty has been lecturing and advising groups taking early retirement or redundancy. In 1993 he was awarded a commendation by Downing Street in a civil service-wide competition in recognition of work in customer services.

This was followed in I994 by an M.B.E. He has been a self employed consultant since 1996.

Dr. Andrew Manasse MRCP, MRCGP Retired General Practitioner:

After qualifying in 1961, Andrew spent 7 years in hospital medicine before starting in General Practice in 1968. He remained as a GP until 1993, retired early and then, after a short gap, worked for 9 years in the Cavendish Centre which is a charitable organisation offering support, including complementary therapies, to people with cancer and to their families. He retired from this in mid 2004.

He has always had an interest in complementary medicine and trained to use homeopathy in his general practice,
Throughout his career he has taken part in, and enjoyed, teaching - medical students, nurses and postgraduate doctors, both about general practice and, more recently, about complementary medicine.

He is now more or less fully retired and looking forward to teaching about health related issues that arise in relation to retirement.

James Pam:

James worked for the Nottinghamshire Probation Service for twenty years before joining the Nottinghamshire Healthcare Trust in 1995 as Head of Social Work at Rampton High Secure Hospital. He retired in 2008 as a General Manager of the Community Forensic Directorate in the same Trust. James has a particular interest in issues of Health and Wellbeing.

Dorothy Britton:

Dorothy worked in the NHS for 21 years, initially as the Payroll Mananger for Trent Regional Health Authority, but in 1995 took on the role of Pensions Manager at Sheffield Health Authority (subsequently merging into Sheffield Teaching Hospitals NHS Foundation Trust), providing a pensions service to approximately 22,000 staff across all the NHS hospitals in Sheffield. Her role included speaking to delegates on mid-life and pre-retirement courses.

Taking early retirement in September 2008, Dorothy continues to provide input to the pre-retirement courses. Her priority is to provide delegates with as much information as possible in order to help them make important decisions about their retirement options.

Clive Smith ACIB:

Clive worked in the banking industry for over 30 years. For a period he was Regional Manager responsible for electronic banking services and from here grew his interest in personal computing. He recently retired having worked as a Consultant for 2 days a week for the previous 3 years, with one of the major UK banks. Has provided input to our courses for a number years now.

Clive’s wife Carol runs a small IT business (she produced this website for us) from where Clive has gained considerable additional knowledge. He is able to provide a ‘taster’ for those new to the subject of personal computing and some helpful tips for those already more experienced.

From I² Retirement & Financial Planning Ltd:

Mrs Amanda Mellors MLIA (dip)

Mr Alan Flinders MLIA (dip)

I² Retirement & Financial Planning Ltd: have been talking on the Pre – Retirement and Mid Life Seminars for Prep over the last 18 years.

They are an established firm of Independent Financial Advisers (IFA's) whose specialist consultants have over 40 years experience in providing quality advice.

They are totally independent of any Bank, Building Society, Insurance Company or Investment Manager and are committed to providing their clients with truly unbiased advice. Their advice is supported by market leading research software, which enables them to work on a strictly ‘Best Advice’ basis. They will combine all relevant facts about a clients current situation before making any recommendations.

Their clients are individuals looking to maximise their finances, coming up to or who are in retirement.The hallmark of the firm is the attention to detail. Their clients demand, and deserve the highest standards of integrity, discretion and professionalism. An expectation I² Retirement & Financial Planning Ltd are committed to fulfilling.

I² Retirement & Financial Planning Ltd has their Head Office centrally located in South Yorkshire within easy reach of motorway, rail and tram connections to the North and South of the country.

From Keeble Hawson Solicitors:

George Connell LLB

Michele Todd LLB

George Connell and Michele Todd are Partners and Alex Guy is a Solicitor in the Private Client Department of Sheffield city centre law firm Keeble Hawson. They are members of The Society of Trust and Estate Practitioners and The Law Society's Probate Section and act as Panel Receivers on behalf of The Public Guardianship Office.

The specialism's of the Department include will and trust drafting, capital tax mitigation, administration of estates, the drafting and administration of Lasting Powers of Attorney and Receivership work. They are increasingly asked to advise on and assist with aspects of continuing care for the elderly.

George, Michele and Alex have been lecturing on PREP courses for a number of years now and as a result of the demand for advice in these areas the length of the presentation has doubled. It is very much led by group participation and all members are encouraged to ask questions and give examples of their own experiences.

From Robinsons Solicitors:

Nikki Spencer is a Solicitor in the Private Client Department of Robinsons Solicitors based at their Ilkeston Office. Since she qualified in 1989, Nikki has specialised in all aspects of private client work with a particular interest in the law for the elderly client and their families.This includes the preparing of wills, tax planning, administering estates, lasting powers of attorney, care planning and court of protection work.

Nikki is a member of the Probate Section of the Law Society and one of the few solicitors in Derbyshire who is a member of the specialist organisation Solicitors for the Elderly. Nikki has provided "the Lawyer's Slot" for PREP in the Nottinghamshire and Derbyshire area for a number of years and thoroughly enjoys sharing her knowledge and enthusiasm for her subject

Eamonn Larkin - Crime Reduction and Community Safety Consultant.

Eamonn retired from the South Yorkshire Police at the beginning of 2007, where he had served for 30 years. His last posting was as Sheffield City centre crime reduction officer.

Eamonn now works as a security consultant in Sheffield and lectures in crime reduction and community safety for organisations across South Yorkshire.

The Director of PREP, Lorraine Howie, is the main facilitator for these events and will be present for the duration of the seminar.

Lorraine has been a Director of PREP for the last 5 years. She follows in the footsteps of Brenda Barker, who originally set up the company 22 years ago.

Previously Lorraine worked as a Training & Development Manager for Barclays Bank PLC, but left after 27 years to take up the new challenge of running this successful consultancy.

PREP has been a leader in its field for some time and over the 5 years that Lorraine has been with them, she has endeavoured to take the company forward without making too many alterations to what is a winning formula. The changing aspirations and needs of the delegates have been her focus, so she has aimed to enhance the existing talks and add new ones.

Her priority is always her customers, therefore, she is more than happy to listen to their suggestions and build an event to meet their needs.

Jane Blythe - Seminar Manager

Joined the company at the beginning of October 2007 to enhance an already successful and thriving team.

Having worked in the world of finance for over 25 years, Jane has recently enjoyed 4 years of going back to school helping children.

Jane is enjoying the new challenge with PREP but most importantly helping to provide people with a new gateway to their retirement planning.


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Retirement means different things to different people. A lack of proper planning can lead to boredom, frustration and worries. Yet, with the right preparation and support it can be a time of opportunity and fulfilment.

Pre – retirement education provides benefits to both employee and employer.