Planning for Retirement - Affinity Connect

Are your retirement savings on track? Do you know how much income your pension savings may provide? Have you thought about how much income you might need when you retire? Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already at the planning stages.
Aimed at Employees, regardless of grade, considering retirement or for those who have just started thinking about retirement plans.
Learning objectives
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 rewards 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