Is this course right for me?

Target Audience: Anyone considering retirement or early or flexible retirement

Keeping your retirement plans on track can be a challenging task and it is now more important than ever to make sure you are in control of your retirement plans.

To guide you through the options available, Affinity Connect - a specialist provider of financial education in the public sector - will be running a dedicated Pre-Retirement Course

This is for those of you who are:

• Thinking about retiring or taking your pension benefits within the next three years
• Wanting to understand some of the key financial considerations about retirement

The Presenter will address some of the key questions and considerations when approaching retirement and will cover essential topics such as:

• Income needs in retirement
• The state pension
• Workplace pension savings
• Other savings and investments
• Inflation
• Tax allowances
• Next steps and further guidance

Please note the course will provide information only and will not include or constitute regulated financial advice.

Accessibility

We are committed to ensuring our events and courses are accessible to all staff. If you feel you have a disability, health issue, or neurodivergent condition that may affect your ability to access, participate or engage in this course, please get in touch with us at osdu@strath.ac.uk to discuss your specific support requirements.

Prerequisites

Cancellation Policy

When applying for a course, you should note that there will be a £50* to your department if you cancel within 5** working days or you do not attend, and a £25 charge for cancellations/ non-attendance between 6 and 10 working days. There will be no charge for cancellation made 10 or more working days before the event. Notifications should be made to OSDU@strath.ac.uk

A department is welcome to send someone else in your place if they wish without incurring a charge, providing that person has the necessary pre-requisites for the course. In the case of courses split over more than one day, you must attend ALL parts of the course. If you fail to attend any part you will be charged as outlined above.

*This is the standard charge for cancellation or non-attendance of course of 1 days duration or less. For some courses there may be a higher cancellation charge and if this is the case you will be advised of this at the time of booking.

**Any bookings made within 10 days of the event will incur the charges as specified.