A new concept in retirement planning…
Welcome to a new way of planning for your retirement.
Planning for retirement isn’t just about the money!
For most people there will be an unending list of questions leading up to retirement.
How are you going to cope with retirement?
How will it affect your relationships?
How will you make any money you have LAST for the WHOLE of your retirement?
Finding the answers to these questions usually involves visits to and from a number of sources, ranging from pre-retirement groups to a good independent financial adviser.
For many years we’ve been offering seminars to the public and private sector alike, the aim being to bring all these sources into a single, easily absorbed event. For the delegate this has usually involved endless travel, time off work and a good memory!
We’ve decided that this format doesn’t meet the demands of the 21st century retiree.
SO WE’VE MADE CHANGES…
The revolution is here – online planning for individuals and businesses alike – in bite-sized video chunks to be consumed at your leisure.
We’ve produced a series of online videos for you to view whenever you want, as many times as you want. Under the seminar system somebody nearing retirement has one shot of recording the information. They then have to remember enough not just to act on it, but also to convey all the information to their wife, husband or partner.
Online retirement education simply eliminates these problems!
The full program launches in September, so now is your chance to register an interest. Just fill in your details using the form below and we’ll keep you informed over the next couple of months. There are no financial implications to signing up, just the opportunity for us to let you know how we’re progressing. When September comes we’ll email you to give you full pricing details and instructions on how to sign up and view your personal retirement planning videos.
WHAT HAVE YOU GOT TO LOSE?
The videos are an online AND UPDATED version of the 7 hour seminars delivered to the Home Office, The Cabinet Office, The Ministry of Justice and many other public organisations (HMRC, MOD etc.) Each video is approximately 20 minutes long and can be viewed as often as you like. We’ve secured the services of a number of Independent Financial Advisers around the country to advise you if you need them to,
WITH THE COST OF ADVICE BEING MET BY THEM – NOT YOU!
This is an honest attempt to provide you with the information you need prior to your retirement,
in an easy to digest, repeatable format.
We’ve been delivering Pre-Retirement Planning seminars since 1994. Normally attendees get ONE chance to absorb over 7 hours of information – you have a huge advantage: everything you do and learn can take place at home in your own time, and at work if your employer allows. You’ll have a personal, time-limited login, which grants you personal access to a wealth of information If you’d rather have the information on DVD then we’ll provide it for an additional cost.
If you’re an HR manager or director you may wish to purchase a multi-licence, offering HUGE savings over the cost of a series of individual licences.
The videos cover the following:
Adjustment to Retirement
Concerns and Dreams
Relationships
Working in Retirement (Part time work, volunteering)
Hobbies and Interests
Travel and Holidays
The State Pension
Public and Personal Pensions
AVSs, FSAVCs, Added Years and Additional Pension
Taxation in Retirement
Life Assurance – and why you MUST have it.
Health Insurance for Retirees
Investments
Investment Risk
Reducing Risk
Estate Planning (Wills, Trusts, Lasting Powers of Attorney)
The Way Forward – An Action Plan
Units are available individually or as a whole collection.
Fill in the form below to be one of the first to take advantage of this
TOTALLY UNIQUE service:
If you’d like to ask questions first, then please use our contact form, available here.