Category
Work Processes
Audience
All staff who wish to plan for their retirement
Duration
1 day
Delegate rate
Not known - contact SCC as shown below.
By the end of this session delegates will be able to:
- Review and understand health and welfare issues
- Review and understand legal and financial issues
- Make informed choices and plan for their future
Healthy Living in Retirement: To explain the ageing process and how to take responsibility for your own health and fitness
Benefits from the State: To increase awareness of relevant benefits at retirement including:
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Benefits based on Contributions
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Benefits based on health needs
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Means tested benefits
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Care in the Community
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Extra help
Legal matters:
Participants will be aware of:
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The importance of making a will
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Inheritance tax
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Lasting Powers of Attorney
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The possibility of making an Advance Decision (formerly known as a
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living will)
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Maintaining and developing relationships in retirement
To consider possible personal adjustments in retirement and their impact on family and wider relationships.
Understanding Taxation, Investment and Money Management
Participants will:
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Be aware of the need to plan
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Have a better understanding of the tax situation
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Be aware of the need to consider inflation
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Be aware of the need for a strategy for investment
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Be aware of considerations when choosing a financial adviser
No dates are currently scheduled for this course.
This course is run by SCC. Please contact [email protected] for more info