Pre-retirement planning

Ref: C3128238

This course is designed to enable individuals and couples/families to start thinking about the emotive, personal and financial aspects of retirement. It will look at the effects retirement may have on individuals and their relationships with partners/families. We will look at the financial aspects relating to changes in income and expenditure and how these changes can be planned for as well as having an in-depth look at different pension types and the rules around State and Personal Pensions and pensions freedoms

Course aim

This course is to give an understanding of the financial and practical implications which may take place at retirement. It will aim to give students the ability to assess what the changes to their lifestyle may mean and how they can plan for this.

Do I need any particular skills or experience?

  • You will need your own personal email address so that you’re able to login to the WEA’s digital learning platform: WEA Canvas. You will need to be able to understand how to follow URL links to pages on the internet. If you want to understand more about Canvas please visit: http://bit.ly/WEAonline
  • You will need to be able to follow links to join our WEA live video learning platform: WEA Zoom. If you’d like to understand more about our video learning platform, Zoom please visit: http://bit.ly/WEAonline and http://bit.ly/ZoomSpec
  • No skills or experience needed
  • This course is for beginners
  • Students need a Level 1 qualification in English to join this course
  • This course is open to Unison members only

By the end of the course I should be able to:

  • Consider and understand the emotive and practical aspects around retirement.
  • Have an understanding of the financial changes in retirement and areas which need to be considered.
  • Understand the rules regarding State and Personal Pensions and the regulations of pensions freedoms and retirement income
  • Explore opportunities in retirement around hobbies/activities, volunteering and secondary employment

How will I be taught?

  • The WEA’s digital learning platform, Canvas will be used to provide resources or to support lessons, enable assessment, provide learner feedback and for other activities for individuals away from the course. If you want to understand more about our digital learning platform please visit: http://bit.ly/WEAonline

What kind of feedback can I expect?

  • A range of informal activities will be used by the tutor to see what you are learning which may include quizzes, question and answer, small projects and discussion
  • You will be encouraged to share your work with the group and discuss your learning
  • You will be encouraged to consider other students work and give your opinions and suggestions

What else do I need to know?

  • What you need: You will need an internet connection, speakers, a microphone and a webcam so that you can use our video learning platform, Zoom. If you’d like to understand more Zoom please visit: http://bit.ly/ZoomSpec
  • You will need a personal email address to join the WEA’s digital learning platform, Canvas so that you can receive resources, record your progress and achievement and to work with others and share ideas. If you want to understand more about our digital learning platform please visit: http://bit.ly/WEAonline

Pre-course work, reading and information sources

  • No pre reading or pre course work is required

What can I do next?

  • Progress to another WEA course
  • Progress to a course with another provider
  • This course could lead to a range of job opportunities. Follow link to National Careers Service for more details https://nationalcareersservice.direct.gov.uk/
  • Become involved with the WEA in a range of voluntary work and other activities including campaigning as a WEA member
  • Become involved as a volunteer for a WEA partner or another organisation
  • You could progress to Higher Education courses. Follow link to the PEARL website for information http://pearl.open.ac.uk/
  • Access the WEA What Next? booklet here http://www.wea.org.uk/learn-wea/what-can-i-do-next

Download full course information sheet

Pre-retirement planning

Is this course right for me? Request more information

If you don't have a pin, please call 0300 303 3464 to enquire about enrolling on this course.

Conditions

As a registered charity, and to meet our funders’ requirements, we need to check a few things with you before you enrol. Please check the details below to ensure you meet the basic eligibility critiera:

  • You are paying the standard fee (with a credit or debit card) or you are on any of the qualifying benefits
  • You have a valid email address so that you can receive confirmation of your booking
  • You have been resident in the UK, EU or EEA for the last 3 years
  • You are aged 19 years or older on 1st September 2020
  • You declare that the address you provide is correct and that you will provide evidence of this and your eligibility to live and work in the UK
  • You have read and accept our standard terms and conditions
  • I declare that the address I have provided is correct and that I will provide evidence of this and my eligibility to live and work in the UK

Not sure or have further questions? Contact courseenquiries@wea.org.uk

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