Retirement: Pre-retirement - Legal and Finance

Prerequisites

The last two years before retirement are a good time to prepare for personal change in readiness for leaving employment. We offer two different pre-retirement courses and recommend that you book on to both.

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.

If you are also interested in Retirement: Pre-Retirement - Pensions and Managing your Time in Retirement please book that related course which will cover the following:

• 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. Benefit statements for participants who are members of the CPS scheme will be provided in advance of the session.
• PPD will lead an informal discussion on how to approach managing your time in retirement.

• University staff
• College staff
• Further details regarding PPD's 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 (but this will not be applicable for any online sessions)

One half day session

• Retirement: Pre-retirement - Pensions and Managing your Time in Retirement
• Retirement: Pre-retirement - Legal and Finance