Broadcast: Events

Planning for your retirement (USPAS, USPSS, NHS Pension schemes)

Thursday 15 May 13:00 until 15:30

Online

Speaker: Affinity Connect

Part of the series: Financial Education

Target audience: All staff (Academic and Professional Services) considering retirement or for those who have just started thinking about retirement plans/ This course is target towards those on the USPAS, USPSS and NHS Pension schemes.

This is an online workshop, on Teams, lead by financial experts at Affinity Connect.

The course explores the change to lifestyle that come with retirement, income needs, the state pension inflation and the USPAS, USPSS and NHS Pension Schemes. It also goes into savings and investments, taxation and estate planning.

This workshop will cover:

Explore changes in lifestyles Identify where income is expected to come from and how it is taxed differently in retirement
Understand the State Pension and different types of workplace pensions
Learn about the risks and reward involved in savings and investments
Discover why increased life expectancy escalates the dangers of inflation and how to combat it
Find out how to ensure your estate is passed to your intended beneficiaries
Understand Inheritance Tax
Understand the next steps and where to receive further guidance and regulated financial advice

Register on this workshop through LearnUpon. Please log in to LearnUpon first for this link to take you directly to there.

Read a guide of how to register on LearnUpon.

Organisational Development will email further details the day before the event.

Please let us know as soon as possible if you have any accessibility requirements regarding this staff development activity (e.g., hearing/visual impairment) so that we can do our very best to accommodate your needs.

All managers are encouraged to enable staff to attend University events in work time, where business needs allow, as learning and development to further all staff contributions in supporting to achieve our goals. Please support to share this event with your teams and networks.

We require a minimum number of attendees on our workshops to make them viable. If we are ever unable to run a workshop due to low numbers, you will be contact 48 hours before the workshop to inform you.

By: Organisational Development
Last updated: Tuesday, 28 January 2025