Loading Events

« All Events

  • This event has passed.

Pre-retirement Course for Non-GPs

22 January 2020 @ 12:30 pm - 3:45 pm

Pre-retirement Course for Non-GPs
Wednesday 22nd January 2020

Room 4, Dorford Centre, Dorchester Baptist Church



Summary: To encourage a positive and realistic approach to a financially secure retirement and help delegates make informed choices about their retirement.

Length of course: Half day

Suitability: Anyone, regardless of grade considering retirement within the next three years.

Course objectives:

  • Changes in your lifestyle and options available to build a new way of life
  • Choices you need to make about your occupational pension before you leave
  • Where you can expect income from and how it is taxed differently in retirement
  • What different savings and investments can do for you
  • Why increased life expectancy escalates the dangers of inflation and how to combat it
  • How to ensure your estate is passed to your intended beneficiaries
  • How to deal with long term care costs and inheritance tax
  • Understand your next steps & where you can receive further guidance & advice


Course structure:
Changes to your lifestyle

  • What does retirement mean for you?
  • What work gives you?
  • Changes in the use of your time
  • Making the most out of retirement


When can I retire?

  • Expenditure in retirement
  • Can you afford to retire?
  • Changing income needs


State pensions and benefits

  • State pension ages
  • The new state pension
  • Other age related benefits


Workplace pensions

  • Defined Benefit schemes
  • Defined Contribution schemes
  • Retirement ages
  • Choices at-retirement



  • How inflation can erode the value of money
  • Life expectancy


Savings and investments

  • Risk and return


Personal taxation

  • Income tax
  • Personal savings allowance
  • Tax free dividend allowance
  • Capital gains tax
  • ISAs


Estate planning

  • Inheritance tax
  • Wills and intestacy
  • Lasting Power of attorney


Long term care

  • Financial assessment


Teas and Coffes will be provided.


Booking: Please click here to book your place.



22 January 2020
12:30 pm - 3:45 pm