SWCouncils

Contact Us

Dennett House, 11 Middle Street
Taunton, Somerset, TA1 1SH

Tel: 01823 270101                     Find Us
Fax: 01823 425200
Email: info@swcouncils.gov.uk

 

Training and Events

Many of our courses can be adapted for in-house delivery and can be specifically tailored to meet individual needs.

Sometimes due to reasons beyond our control a course has to be cancelled or postponed.  We will advise nominating officers and applicants immediately of such a decision.  Please note in exceptional circumstances we may have to make changes at short notice to the content (to reflect changes in legislation, current thinking or topical issues), timing, speakers and/or venue.

South West Councils, Dennett House, 11 Middle Street, Taunton, Somerset TA1 1SH, Learning and Transformation Administration Team: 01823 270101

 


Planning for a Positive Retirement

EVENT DETAILS

Date:

Course Duration:

1 day (0930-1600)

Description:

Delivered in association with Affinity Connect, this 1-day event is available on an in-house basis on a date and at a location to suit you. It provides a wealth of practical information to help learners plan for a positive, healthy and financially secure retirement.

Maximum number of learners per group is 25.

Content:

 

Lifestyle Changes

  • Managing change
  • Creating a new future
  • Maintaining health
  • Income in retirement
  • State pension and other benefits
  • Personal taxation

 

Money Management

  • Budgeting in retirement
  • Managing your income

 

Estate Planning

  • Legal issues and estate planning
  • Thinking about the future
  • Opportunity to request independent financial advice (free, no obligation consultation*) 

 

* this advice is provided by Affinity Financial Awareness (AFA), one of the largest providers of Independent Financial Advice to public sector employees. South West Councils or your employer is not responsible for any financial advice given and cannot recommend a Financial Adviser. Affinity Financial Awareness Limited is responsible for any advice they give you.

 

 Affinity Connect Logo

Printer friendly

TRAINING DETAILS

Course Ref:

See grid

Course Administrator:

training@swcouncils.gov.uk or call 01823 270101

Related Courses:


"Excellent and essential training"

"Excellent, relaxed delivery style. Interesting and spliced with humour on a subject that many find boring"

"Very informative, made me think about issues I hadn’t thought about"

"I thought the course was managed and delivered very well and I gained a great deal of information from it"


Member Organisations: from £495 for 1 session of up to 30 learners
Non-Member Organisations:  POA

(All prices subject to VAT)


 


Learning Event Application Form