Pre-Retirement Course for Employees

We offer bespoke workshops exclusively for your organisation at a fixed price of £2,175 + VAT for up to 16 delegates, or £1,880 + VAT for up to 16 delegates if delivered virtually via Teams or Zoom. Every organisation is different, so we can tailor the content to reflect the needs of your workforce, ensuring the session is as relevant and valuable as possible. To make attending easy for your staff, we can deliver workshops at any of your sites across Leicester, Leicestershire and Rutland, helping to minimise travel and time away from work. For organisations with remote or hybrid teams, our virtual workshops offer the same expert guidance in a flexible online format. We'll also provide personalised promotional materials to help you spread the word internally and encourage employees to book their place. By investing in retirement planning support, you're giving employees the opportunity to feel informed, prepared and positive about the next chapter of their lives.

Email: enquires@ageukleics.org.uk

Support your employees to approach retirement with confidence. This practical course covers pensions, finances, tax and future planning, helping staff prepare for the next stage of life.

Help Your Employees Plan for the Future with Confidence

Retirement is one of life's biggest transitions, yet many employees feel unprepared for the financial and lifestyle changes it brings.

The traditional idea of retirement is changing. Today, 40.4% of people aged 65 remain in employment, and the number of people working beyond their 65th birthday has doubled over the past 25 years.

With people living longer, working beyond traditional retirement age and facing increasing financial pressures, retirement planning has never been more important.

Age UK Leicester Shire & Rutland's Pre-Retirement Course gives employees the knowledge, confidence and practical tools they need to make informed decisions about their future. Delivered by experienced local professionals, the course covers the key financial, legal and lifestyle considerations that can help employees approach retirement with greater clarity and peace of mind.

For employers, offering retirement planning support demonstrates a commitment to employee wellbeing while helping to facilitate meaningful conversations around workforce planning, succession planning and knowledge transfer.

Why Offer a Pre-Retirement Course?

Financial concerns can have a significant impact on employee wellbeing, engagement and productivity. Many employees approaching retirement are unsure whether they can afford to retire, how much income they will need, or what options are available to them.

Recent research found that 89% of employees are concerned that the cost-of-living crisis could mean they need to work longer before retiring, while 13% believe they may never be able to afford to retire at all.

Our course helps employees:
• Understand their retirement options
• Build confidence in their financial future
• Learn about pensions, savings and investments
• Plan for changes in lifestyle and income
• Understand estate planning and inheritance considerations
• Explore opportunities for maintaining purpose through work, volunteering or other activities

By supporting employees through this important life stage, organisations can create a more supportive workplace culture and help employees prepare for a positive transition into retirement.

What Will Employees Learn?

The course provides a practical and easy-to-understand overview of retirement planning, including:

Retirement and Lifestyle Planning
• What retirement means today
• Changes in lifestyle and use of personal time
• Life expectancy considerations
• Income needs in retirement
• Maintaining purpose and wellbeing

Pensions and Retirement Income
• Understanding the State Pension
• State Pension eligibility and forecasts
• Workplace pensions
• Retirement income options
• Taxation in retirement

Savings and Investments
• Setting financial goals
• Understanding investment risk
• Inflation and its impact on retirement income
• Balancing risk and reward

Estate Planning
• Wills
• Lasting Powers of Attorney
• Inheritance Tax
• Passing assets to intended beneficiaries

Life Beyond Work
• Employment after retirement
• Flexible working options
• Volunteering opportunities
• Finding purpose and staying connected

Course Outcomes

By the end of the course, employees will:
• Feel more informed about retirement planning
• Better understand their pension and income options
• Have greater awareness of tax and estate planning considerations
• Understand the impact of inflation and increasing life expectancy
• Know where to access further guidance and regulated financial advice
• Develop a personal action plan for their retirement journey

Why Choose Age UK Leicester Shire & Rutland?

For more than 75 years, Age UK Leicester Shire & Rutland has supported older people and their families across the local area.

As experts in later life, we understand the opportunities and challenges that retirement can bring. Our workshops are delivered by carefully selected local solicitors, independent financial advisers and health professionals, ensuring participants receive practical, up-to-date information from experienced specialists.

We offer both open courses and bespoke in-house workshops, giving organisations the flexibility to choose the option that best suits their workforce.

Supporting Your ESG Goals

Offering retirement planning support demonstrates a commitment to employee wellbeing, responsible workforce management and social responsibility.

Partnering with Age UK Leicester Shire & Rutland enables your organisation to:

• Support employee financial wellbeing
• Promote age-friendly workplace practices
• Strengthen succession planning conversations
• Demonstrate responsible employment practices
• Support a trusted local charity and the communities it serves

It's a practical investment in your people that also supports your wider environmental, social and governance (ESG) objectives.

Book a Workshop

To discuss your requirements or arrange a workshop, contact us at enquires@ageukleics.org.uk