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Planning a Positive Retirement

Webinar
This two hour webinar on MS Teams is for those considering retirement within the next 5 years, whether normal, early, flexible or ill health related.

Forward planning is advisable when making any major change in life and retirement is no exception. Make sure your plans are realistic and based on knowledge not myth - Join colleagues and a retirement specialist at a 'Planning for a positive retirement' webinar to consider a range of issues related to retirement and steps you may need to take before you get there.

This webinar is delivered by Affinity Connect a national training organisation which specialises in providing financial pre-retirement guidance and support. There is a short discussion by the Citizens Advice Bureau on volunteering roles.
The aim of this event is to help you apply a positive attitude and realistic approach to a healthy and financially secure retirement.
If you apply what you have learnt on this workshop you will be able to manage the following:

  • Changes in your lifestyle and options available to build a new way of life
  • Practical “doable” actions to protect your health in retirement
  • Choices you need to make about your occupational pension before you leave
  • Where you can expect income from, and how it is taxed differently in retirement
  • What banks, building societies and a range of investment assets can do for you
  • Why increased life expectancy increases the dangers of inflation, and how to combat it
  • How to minimise investment risk and guaranteed investments
  • How to ensure your estate is passed to your intended beneficiaries
  • How to deal with long term care costs and inheritance tax
  • The opportunity to request Financial Advice* (consultation is free of charge and without obligation or pressure)
  • Describe the work of Citizens Advice and the volunteer roles that are available.
  • *This service is provided by Affinity Financial Awareness, a Top 100 Independent Financial Adviser specialising in advising those in the public sector approaching retirement.

    Disclaimer: In providing this workshop, West Sussex County Council (WSCC) does not show preference for or endorse the services of Affinity Financial Awareness or any financial advisory organisation. Attendees are not obliged to request subsequent financial advice from Affinity Financial Awareness following this workshop but are free to seek financial advice from other financial advisory organisations. WSCC is not responsible for subsequent financial advice given by Affinity Financial Awareness or any other financial advisory organisation. WSCC wish to make you aware and advise that you consider approaching and obtaining quotes from a number of different providers before selecting the preferred adviser from your shortlist of providers.

    To be able to participate in this webinar you must have the following;
  • Access to a computer
  • Access to the internet
  • A web camera with microphone
  • Finance / Personal Development
    WSCC Staff
    target audience
    Affinity Connect / Kim Holborn
    tutors
    Learning and Development Admin (learninganddevelopment@westsussex.gov.uk)
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    SessionSession DateSession TimeSession VenueRoom NameMap
    Session 1Thursday 12 November 202010:00 - 12:00Online LearningTBA
    SessionSession Details
    Session 1
    Thursday 12 November 2020

    10:00 - 12:00

    Online Learning

    TBA


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