Retirement Workshops

What do we offer?

We offer interactive retirement workshops for members of your employer-sponsored pension schemes who are approaching their retirement. These can be as a standalone service or provided in combination with our workplace engagement presentations.

Each workshop guides your employees through everything that happens when and after they retire, from how to draw pension benefits to current market trends. With advice and personal support, a retirement workshop gives your employees the advice and knowledge they need to retire with confidence.

Why do you need it?

Approaching retirement can be a daunting time. By providing helpful workshops and supporting them in the last years of their time with your business, you can help give them peace of mind – not only driving loyalty and boosting morale, but helping to keep productivity at a good level.

What will you get?

The session covers:

• Options for drawing pension benefits and how it works alongside the state pension scheme
• Current market trends, including the contraction of the annuity market and the rise of flexi-access drawdown as the new default retirement strategy
• Technical concepts such as safe pension withdrawal rates and life expectancy
• Guidance on pension calculator tools
• Demonstrations of the providers’ online portals