Retirement Guidance - Supporting employees

Retirement Guidance -Supporting employees

Retirement Guidance -supporting employees consists of two sessions:

  • Session 1 - Retirement and later life options 
  • Session 2 - Accessing retirement savings 

The sessions are offered online through our virtual training platform.

Please note: You will need internet access with video and audio for this training. If you work in an open plan office you may wish to use headphones.

WHAT IS IT FOR

To help anyone responsible for providing information to employees who are considering accessing their retirement savings.

WHO IS IT FOR?

Anyone new to pensions, HR personnel and those responsible for communicating with employees who are considering accessing their retirement savings.

TOPICS

Session 1 - Retirement and later life options 

  • Financing retirement  eg affordability, retirement duration, family commitments, financial health checks, budgeting
  • Where to gain more information
  • Guidance v advice
  • Avoiding scams 

Session 2 - Accessing retirement savings 

  • Sources of retirement income e.g. pensions and other sources of savings
  • Workplace pensions - the outcomes
  • Factors which impact upon retirement savings eg pension scheme type, taxation  and employee choices

WHAT WILL I LEARN?

After taking part in both sessions you will be able to:

  • Explain key factors that employees need to consider when accessing retirement savings
  • Recognise the difference between guidance and advice
  • Identify how to guide employees
  • Be aware of where to go to get more information 

FEES

A single fee of  £160+VAT covers both sessions 1 & 2

WHAT ARE THE DATES AND TIMES?

Session 1 - Retirement and later life options      
(11:00 -12:00) 
Session 2 - Accessing retirement savings 
(14:00 -15:00) 

The sessions are offered online through our virtual training platform.

Please note: You will need internet access with video and audio for this training. If you work in an open plan office you may wish to use headphones.

11 JANUARY  2018           BOOK PLACES   

20 MARCH 2018              BOOK PLACES

10 SEPTEMBER 2018     BOOK PLACES

 2 OCTOBER  2018           book places

 


For more information about PLSA Academy courses or activities please contact Anna Dixon:

020 7601 1765  |  anna.dixon@plsa.co.uk