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Planning a Positive Retirement

Course overview

The course is now available as a 2-hour on-line presentation

This course will provide additional support to those who are considering retirement within the next 10 years.

You will also be provided with the opportunity to seek free independent financial advice (no obligation consultation on request)*

*Disclaimer: Affinity Connect in association with Affinity Financial Awareness (AFA), Independent Financial Advisory organisation are responsible for financial advice not your employer, in accordance with the Financial Conduct Authority’s regulations.

Your employer cannot recommend Affinity Financial Awareness (AFA), Independent Financial Advisory organisation but we can confirm they are registered with and regulated by the Financial Conduct Authority to give independent financial advice.

Learning outcomes

Course workbook

The workbook provides supporting material to that which is presented on the course, and may give you some helpful pointers to start with.

The workbook is updated annually, please use the following sign-in credentials.

  • Username: affinityconnect
  • Password: financialeducation

Course provider

  • Affinity Connect

Who should attend

  • This course is aimed to help those within 10 years of exercising pension options to achieve their retirement goals and will help you plan for the lifestyle changes ahead.

Pre-requisites

This course will educate and empower you to take control of your retirement by:
  • Exploring the lifestyle changes within retirement
  • An Overview of the NHS Pension Scheme
  • Understand the income options available from your pension and make the most of your tax-free cash.
  • Maximise the benefits of your State Pension
  • Estate planning
  • There is a range of post-course support available to help guide people through their options and have confidence in the choices they make.

Duration

  • 2 hours – December course 2.5hours

C 2 – Personal and People Development

To book a place on the course, please use the eESS Learner self-service facility. From the Learner Home page, enter the course name in the box at the top of the page to see all available dates. You can also use keywords to search for courses. Remember to have your eESS user ID and password available to access the system.

  • 29th May 2024, 9.30am – 12.00pm via MS Teams
  • 20th June 2024, 1.00pm – 3.30pm via MS Teams
  • 17th July 2024, 9.30am – 12.00pm via MS Teams
  • 14th August 2024, 1.00pm – 3.30pm via MS Teams
  • 10th September 2024, 9.30am – 12.00pm via MS Teams
  • 02 October 2024, 1.00pm – 3.30pm via MS Teams
  • 19th November 2024, 9.30am – 12.00pm via MS Teams
  • 18th December 2024, 1.00pm – 3.30pm via MS Teams

You will receive detailed joining instructions on how to access the on-line session. Please be ready to log-in at least 5 minutes before the start time.

Please note; booking for each session will close 1 week before the course date to allow time for joining instructions to be sent to delegates.

Guidance on how to search for Learning and Development on eESS OLM can be found here.

Full access to all Standard Operating Procedures and e-learning videos is available via eESS.

If you need any information on specific course content, the venue or booking process, please do not hesitate to contact Learning and Education Support Team on 0141 278 2700 (Option 3).

e-Learning

  • An e-Learning option is not available for this topic via LearnPro