Planning For Your Retirement .uk
|Learning Activity Description |
|Planning for Your Retirement |
|________________________________________________________________________________________ |
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. |
| |
|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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