Retirement: Pre-retirement Prerequisites
The last two years before retirement are a good time to prepare for personal change in readiness for leaving employment.
This course includes detailed information on finance, planning and tax and legal issues. You will have the opportunity to share information and discuss any concerns about retirement in a relaxed setting.
Legal Advisors from Barr Ellison, Cambridge will explore some of the key legal issues that you may wish to consider when approaching retirement i.e. Wills, Trusts and Lasting Power of Attorney.
A Financial Advisor from Dartington Wealth will give a detailed overview of the different ways in which you may wish to consider managing your retirement income. They will give details of how tax is collected in retirement and answer questions.
HR colleagues will outline the possible options for retirement for Established staff and the processes involved with each option, as well as the actions that need to be taken.
- Representatives from University Pensions Administration will provide details of the occupational pension schemes relevant to those attending the course (CPS and USS). They will also answer individual queries.
- Learning and Development will lead an informal discussion on how to approach managing your time in retirement.
- University staff
- College staff
- Further details regarding our eligibility criteria
- to have an increased awareness of the support available to you
- to have established support mechanisms appropriate for your retirement
- to have explored what activities are available in retirement
- A fee of £130 per person applies for College staff to attend this course
One day session
Events available