This one-day course is designed for employers to help their staff re-assess their financial options and start to prepare for their retirement in the future.  Best suited to staff aged in their 20s to 50s, this course focuses solely on financial issues and how to plan for the financial future.  The course includes the following modules:

  • Current economic environment
  • Managing your Finances
  • Understanding the State Pension
  • Introduction to occupational pensions
  • Understanding personal pensions

We often invite an organisation’s pension provider to deliver a session as part of the programme where relevant or as required.

To discuss your requirements and to book a course, please contact us.