Expert-led retirement planning sessions your employees can rely on.

Support Your Workforce Through One of Life’s Biggest Transitions.

Many employees over 50 feel uncertain about retirement decisions, which can lead to stress, delayed planning, and challenges with succession. Our Future Planning courses give them the clarity, confidence, and tools they need to prepare effectively.

Learn More

What we offer.

Workshops

Full-Day, Face-to-Face Workshops.

Delivered onsite by highly experienced former financial advisers, our sessions blend financial education with the emotional and lifestyle aspects of retirement. The day is aimed at up to 25 participants.

Customisation

Unique to Your Organisation.

Workshops are adapted to your pension schemes, demographics, and internal policies, ensuring every example and scenario is directly relevant. Includes all preparation and content customisation.

Resources

Comprehensive Learning Materials Included.

Each participant receives:
• A structured workbook used in the session
• A detailed take-home Future Planning Guide for ongoing reference
• Feedback form

Guidance

Optional One-to-One Follow-Up Sessions.

Employees who want personal guidance can book 30 or 60 minute non-regulated support sessions. Ideal for individual concerns or clarification.

Our Services

What employees will learn.

Employees leave with a clear plan and renewed confidence about their future. Our curriculum covers the practical and emotional sides of retirement planning, including:

Pension options, budgeting, tax considerations, and investment basics

How to choose the right retirement timing

Wellbeing, lifestyle changes, and legacy planning essentials

PRICING

Transparent Pricing Structure.

Daily Course Rate
£1,470 + VAT per full-day workshop, Plus pre-course (reasonable) agreed travel expenses

Includes:

  • Expert course leader
  • All materials
  • Preparation meeting
  • Customised content
  • Post-course feedback and HR review

No hidden fees.

Optional One-to-One Support.

Some employees may benefit from personalised follow-up consultations after attending the group session. These optional individual meetings provide support for specific circumstances. No regulated financial advice is provided in these sessions.

£110

30-Minute Session

Perfect for specific questions or clarification on particular aspects of retirement planning covered in the course

£220

60-Minute Session

Comprehensive individual consultation for employees with complex situations or multiple concerns requiring detailed discussion

All prices plus VAT. One-to-one sessions can be booked as needed and are entirely optional depending on employee interest and organisational budget.

Strengthen your brand and wellbeing offering.

Benefit for Your Organisation

  • More confident, engaged employees
  • Improved succession planning
  • Stronger employer brand and wellbeing offering
  • Demonstrates long-term commitment to staff over 50

How It Works

  1. Select how many days you would like to book and complete the online booking.
  2. We run a short planning meeting to tailor the session to your workforce.
  3. We deliver the full-day workshop onsite.
  4. You receive a post-session review to measure impact and identify follow-up needs.

Ready to Book a Course?

You can purchase directly through our website, or request additional information if you’d like to discuss custom requirements first.

Talk to us

Gain clarity and
confidence today.

Book a Future Planning course and give your employees over 50 the clarity, confidence, and practical guidance they need to prepare for retirement with assurance. Our expert-led workshops are straightforward to book and tailored to your organisation from the outset.

Choose how many course days you need and secure your place online, or get in touch if you’d like to discuss your requirements before booking.

→ Request Information Pack
→ Schedule a Consultation

Book your course

Talk to us

Gain clarity and
confidence today.

Book a Future Planning course and give your employees over 50 the clarity, confidence, and practical guidance they need to prepare for retirement with assurance. Our expert-led workshops are straightforward to book and tailored to your organisation from the outset.

Choose how many course days you need and secure your place online, or get in touch if you’d like to discuss your requirements before booking.

→ Request Information Pack
→ Schedule a Consultation

Frequently Asked Questions

A Future Planning (Pre-Retirement) Course is a structured, full-day workshop designed to help employees aged 50 and over prepare for retirement. The course covers practical topics such as pensions, budgeting, tax considerations, and retirement timing, alongside wellbeing, lifestyle changes, and planning for life after work. The sessions are delivered face to face by experienced facilitators and focus on clarity, confidence, and realistic planning rather than regulated financial advice.

No. The Future Planning Course is not regulated financial advice. No individual financial recommendations are provided, and no personal investment or pension advice is given. The course provides education, guidance, and general information to help employees understand their options and plan effectively. Facilitators are often former financial advisers, bringing experience and insight without providing regulated advice.

The course is delivered onsite as a full-day, face-to-face workshop. Each session is designed for up to 25 participants to ensure engagement and meaningful discussion. The content is tailored to the organisation’s pension arrangements, workforce demographics, and internal policies following a planning meeting held before delivery.

The cost is £1,470 + VAT per full-day workshop, plus pre-agreed reasonable travel expenses. This price includes the expert course leader, all learning materials, content customisation, a preparation meeting, and post-course feedback and review for HR. Optional one-to-one follow-up sessions are available for employees at an additional cost.

Yes. Employees can book optional one-to-one, non-regulated support sessions after attending the course. These sessions are available in 30-minute or 60-minute formats and provide a confidential opportunity for individuals to ask questions, explore their thinking, and gain clarity on personal concerns arising from the course content.