Planning For Your Retirement .uk



|Learning Activity Description |

|Planning for Your Retirement |

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Office use only

|Learning Activity Type | Choose from the following- |

| |‘tick’ appropriate box |

|Essentials |Edinburgh Napier Essentials | |

|Role Essentials |Administrative Skills | |

| |Health & Safety Skills | |

| |I.T Skills | |

| |Leadership & Management Essentials | |

| |Research Skills | |

|Career Development |Academic & Professional Development | |

| |Personal Effectiveness |( |

| |Leadership & Management Development | |

| |Research Development | |

|Learning Supplier |Alexander Docker, St James’s Place |

|Linked to |Planning for a Financially Secure Future |

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|Details to be confirmed by Facilitator/ Trainer |

|Duration |7 hours |Learning hours |7 hours |

|Minimum Delegates |10 |

|Maximum Delegates |20 – 4 for EHEIP QMU if needed |

|Brief Description – For use on the Intranet Events only |

|This event is for any member of staff who is considering retirement. |

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|Topics that will be covered include; Making a successful transition into retirement, Money Management, Inflation and the threat it poses to |

|wealth, Taxation and how to reduce the amount of tax you pay, Retired Association and the experience of an ex-colleague, State Pension, Protecting|

|and growing your Wealth, Legal Matters. |

HR Connect Learning Acvtivity Overview

|Planning for Your Retirement |

|Facilitated by: Alexander Dockar, St James’s Place |

|Duration: 7 hours |

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|Who should attend: |

|Any member of staff who is considering retirement. |

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|Description |

|This course aims to highlight the key issues facing individuals during this significant time of change. |

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|The following topics will be covered: |

|Making a successful transition into retirement. |

|Money Management. |

|Inflation and the threat it poses to wealth. |

|Taxation and how to reduce the amount of tax you pay. |

|Retired Association and the experience of an ex-colleague. |

|State Pension. |

|Protecting and growing your Wealth. |

|Legal Matters. |

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|Participants will: |

|By the end of the session you will: |

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|Have been encouraged to forward plan. |

|Have increased individual understanding of the general issues to be encountered. |

|Have been given the opportunity to take a fincial sense check and identify the things you need to do before you retire. |

|Have been encouraged to take individual responsibility for future long term security. |

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|Conditions: |

|Attendance should be discussed and agreed with your HOD/ line manager and linked to your PDR Learning & Development Plan before booking. |

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|Charges: |

|To attend: Free to members of staff. |

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|Cancellations & non-attendance: |

|Cancellations will be accepted up to 10 working days before the event starts. Thereafter, your department will be charged for cancellations and |

|non attendance on the day, unless there are exceptional circumstances. |

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|Learning Provider: |

|These events are organised by: |

|Corporate Learning & Development |

|Email: corplearningdevelopment@napier.ac.uk |

|Extn: 5036 |

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