Pre-Retirement Planning

Ref: C3128898

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 pension 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?

  • This course is for those approaching or considering retirement.

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 regulation of pension freedoms and retirement income
  • Explore opportunities in retirement around hobbies/activities, volunteering and secondary employment
  • Be able to prepare my own provisional Retirement Plan

How will I be taught?

What kind of feedback can I expect?

What else do I need to know?

Students should have access to their potential employers pension benefits. You will need a calculator and internet access.

Pre-course work, reading and information sources

What can I do next?

View 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.


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 2021
  • 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

Not sure or have further questions? Contact

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