Course Information
We can provide courses ranging from introductory to redundancy and everything in between but concentrate on retirement and pre-retirement courses as we believe that financial security in later life is the best platform for a long and happy retirement.
Pre-retirement and Retirement: Course Content
- Effect of recent pension legislation
- Is there anything I can do to boost my pension?
- What are my alternatives?
- What about other pensions I have?
- What should I do with my savings and investments?
- Wills and Will trusts: The importance of having the right Will?
- Succession planning and wealth preservation
- What are my choices going forward
With our extensive contacts we can deliver or organise delivery of any number of other courses to meet the needs of both your organisation and your employees. You can contact us using this Contact Us link or the button below.