Planning for retirement

Financial planning is not the only thing you need to think about when retiring.

This course aims to promote a holistic approach to retirement planning and is for people who are retiring in 18-24 months' time.

Mid-career financial planning

This course shows you how to reassess your financial options and priorities to prepare for the future.

It has been designed for people in their 30s and 40s – those with time to take action to make sure they have a financially healthy retirement.

Executive Planning for retirement

This course is designed for senior executives in all sectors of business who are approaching retirement age.

On this course you can examine and discuss the options for your retirement and develop a personal plan in a one-to-one setting.