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This 2 day workshop is for any member of staff who is considering and planning their retirement options in the near future (within circa 5 years).
To enable participants to construct a realistic and effective plan for their retirement having looked at retirement in all its aspects.
This is a two day workshop which brings together a number of contributors from inside and outside the University facilitated by OCSLD.
Day 1: Delivered by Financial Education Specialists firm Close Brothers and mainly centres itself around the general financial planning aspects of retirement planning.
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.
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
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
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
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".