Financial education workshops - retirement and managing your finances

In conjunction with Affinity Connect, a leading provider of financial education in the workplace across the public sector including the NHS, we are pleased to be able to offer a range of workshops during 2022, designed to help you understand and make decisions with confidence about financial, pensions and retirement matters and to find out about where/how to get further help, information and advice.

2022 workshops include the following:

Information on the workshops and what they involve can be found below:

Focus on your finances

This workshop will give you and your colleague’s information about how to maximise the value of both your take home pay and workplace benefits. During the course you’ll learn how to:

• Manage different types of debt 
• Save and invest with confidence
• Budget like a pro
• Take steps to financial freedom

Click here for more information on the workshop and to book.

Retirement

This workshop is designed to encourage a positive and realistic approach to a financially secure retirement and help you make informed choices about retirement. Topics covered include:

• 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 work
• Sources of income and how this taxed after retirement
• Savings and investments
• How to ensure your estate is passed to your intended beneficiaries, long term care costs and inheritance tax
• Next steps and where / how to get further guidance and advice

Click here for more information on the workshop and to book.