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In attending this workshop participants will:
identify key challenges and opportunities that retirement presents
have time to formulate ideas to aid their visualisation in making the most of their retirement time
be better equipped to review their financial circumstances (and options) in relation to retirement planning
consider how they will maintain their health and wellbeing in their retirement years
produce a to-do list of actions following the workshop
This course has moved to an online format which brings together a number of contributors from inside and outside the University facilitated by OCSLD.
Key financial planning elements of the course will be delivered by an external business finance specialists Close Brothers.
To make the course manageable for participants it has been broken down into 3 live workshops (using Zoom) followed by access to the Close Brothers Virtual Retirement Services which will include recorded sessions which featured in our face to face edition.
The programme is supported by our own web-based Transition into Retirement support package providing a wide range of internal and external information to aid retirement planning.
Pre-session checks: email guidance on how to obtain your latest personal pension statements and government state pension entitlements.
Pre-session video: Adjusting to retirement, making the most of it (Close Brothers)
Week 1: Welcome, overviews and preparing for transition
2½ hour session (with break) on Zoom
Welcome, course overview and preparations for weeks 2 and 3
HR processes Q&A (with HR team) covers retirement resignation procedure, flexible working policy, requests to change hours of work and patterns of work
Your Health & Wellbeing (OCSLD) looking at physical and mental wellbeing through the lens of transition
Making the most of it (OCSLD) explores building your networks, considering further roles (paid and unpaid work), Leisure, hobbies and interests, how to spend your extra time.
Week 2: The Brookes Pensions Schemes
2½ hour session (with break) on Zoom. Participants are split into two groups
Group 1: LGPS (Pension Services, Oxfordshire County Council)
Group 2: Teachers Pension TPS (OBU Pensions manager)
Note: USS pension holders will be invited to discuss their pension with the OBU Pensions Manager at an alternative time)
Week 3: Financial planning for retirement (Financial Consultant, Close Brothers)
2½ hour session (with break) on Zoom.
Making good pension choices
Key financial planning principles
The world of investments
New pension freedoms
Your financial plan
General tax planning – Income tax, Capital Gains tax and Inheritance tax
How and where to seek advice
Follow-on units: (Close Brothers Virtual Retirement Services) Participants will have access to the Close Brothers Virtual Retirement Services which will include recorded sessions on various topics including
State benefits: The new state pension explained, claiming your State Pension whilst abroad, winter fuel allowance, attendance allowance and other benefits
Will planning: The importance of making and reviewing your will, lasting powers of attorney, protection considerations.
Joining instructions: will be sent to you by email 2 weeks prior to the first online session.
The synchronous online sessions will be using Zoom, please ensure that you are able to connect and utilise this function.
We encourage participants to
have their videos on (if you have local bandwidth issues then OK to turn off)
have your microphones on mute
use the chat facility to ask questions and contribute to points
If you have specific requirements to participate in the course
If you have any specific requirements to participate in this programme please advise us when completing the registration form or email us on firstname.lastname@example.org
Evaluation: your comments are valuable and you will be asked to complete a form at the end of the programme series.
Please let us know asap (email email@example.com) if you are unable to attend as we can give your space to another participant.
This is a two day workshop which brings together a number of contributors from inside and outside the University facilitated by OCSLD.
Day 2: Facilitated by OCSLD, hosts a variety of contributors (HR, Finance, Pension Scheme providers, Occupational Health, the Brookes Society) and examines the specifics of retirement planning at Brookes and its nominated pension schemes. It also continues to look at the broader aspects of making the most of retirement.
Prior to the workshop the University Pension Manager will check to ensure that each participant has access to a current pension forecast from their University scheme pension provider (where possible in time for the workshop).
The programme is supported by a web based support package providing a wide range of internal and external information to aid retirement planning.
produce a to-do list of actions following the workshop
Delivered by Close Brothers
The future in context
Concerns and opportunities
Planning a positive transition
Overview of TP/LPGS/USS pension schemes and benefits explained
Interpreting your annual pension scheme statement
Homework preparation for day 2
Objectives and goals
Winter fuel allowance, Attendance allowance and other benefits
Facilitated by OCSLD with contributions from HR, Finance, Pension Scheme providers, Occupational Health, the Brookes Society for retired staff.
Brookes Pension schemes (Pension providers* / Brookes Pension Manager)
Split breakout sessions with pension providers
*subject to availability
Wellbeing (5 essentials)
Building your networks (Brookes Society for retired staff)
Considering further roles (paid and unpaid work)
Leisure, hobbies and interests
How to spend your extra time
"The course was well presented and covered a variety of topics and areas that will be useful for anyone who has already decided to retire and those who are still thinking about their future".
"Planning can never start too early and the sessions on financial planning, health and life planning are all helpful". Alice Helps, Tax Manager."This workshop provides a great deal of information and helps clarify the issues surrounding retirement. A very useful and positive experience". Elaine Carey"The course seemed to cover every aspect of retirement, certainly more than I had thought about. Explanation of pension calculation, both LGPS and State, were of great benefit and reassured me that my predictions were accurate"."This is an excellent 2-day course and I would recommend it for anyone. Even if you think you know about retirement this course will give you valuable advice and answers questions".