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Pre-retirement planning


Does anyone know where I can source some good quality programmes for staff in preparation for impending retirement?
Linda Thomas

3 Responses

  1. A specialist training organisation
    Over a number of years (and in different organisations) I have used an excellent pre-retirement/retirement planning training provider – Tony Wheeler, Retirement Education Services. He has run course in different parts of the UK and has always had positive feedback. He will tie in with your requirements and link with company pension provisions, etc. He uses independent financial advisors to cover financial advice. His contact number is 01491 833696.

  2. Pre-retirement courses – training resources
    I have been running these courses for the last eight years and would like to exchange training resources with anyone who has similar expertise.

    I have requested this before but had no response. I am due to retire soon so there isn’t much time left.

  3. Retirement Counselling Service
    We send all staff who are due to retire on a mixed company seminar with a company called retirement counselling service. the feedback from their courses are excellent and they cover everthing from what to do with your money to what to do with all the extra time. both the employee and their partner attend together and the prices are really reasonable. they are held in hotels all over the country.


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