• Training Room

    Pre-Retirement Planning Workshop
    Provider   Organisational and Staff Development Unit

    These Pre-Retirement Sessions are aimed at employees who are approaching retirement (55-year-olds and above, although staff aged 50+ are welcome to attend) and are being deliver by Mercers (pension advisers).

Duration 1 hour 30 mins

Course Type Presentation

Booking Status Archived

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Target Audience: Staff approaching retirement (55+ although staff aged 50+ are welcome to attend)

These Pre-Retirement Sessions are aimed at employees who are approaching retirement (55-year-olds and above, although staff aged 50+ are welcome to attend) and are being deliver by Mercers (pension advisers).

The workshop will cover:

  • How normal retirement works – including the calculation of the member’s benefit and how to apply for it.
  • Options available for cash lump sum and pension at retirement – including examples of how this can work.
  • How early retirement works - including the calculation of the member’s benefit and how to apply for it
  • Flexible retirement and how that works
  • Further options that are available when members retire.
  • State pension – state pension age changes and how the state benefit will be calculated


Delivered By: Mercers (pension advisers)

Prerequisites

none