Planning for the Future - UASLAS Pension Members

Planning for the Future - UASLAS Pension Members

This is a past event

A course to encourage a positive and realistic approach to a healthy and financially secure retirement and help you decide at what age you would like to retire.

A course to encourage a positive and realistic approach to a healthy and financially secure retirement and help you decide at what age you would like to retire.

After this course you will have a greater awareness and understanding of:

  • Changes in your lifestyle and options available to build a new way of life
  • Practical "doable" actions to protect your health in retirement
  • Choices you need to make about your occupational pension before you leave
  • Where you can expect income from, and how it is taxed differently in retirement
  • What banks, building societies and a range of investment assets can do for you
  • Why increased life expectancy increases the dangers of inflation, and how to combat it
  • How to minimise investment risk and guaranteed investments
  • How to ensure your estate is passed to your intended beneficiaries
  • How to deal with long term care costs and inheritance tax
  • The opportunity to request Independent Financial Advice* (first consultation is free of charge and without obligation or pressure)
Contact

Please contact Katie Anderson at katie.anderson@abdn.ac.uk to book a place.