Pensions and investing for growth

DATE - TBC

Facilitator: TBC

When: TBC

Pre-Retirement workshop

DATE - TBC

Part 1: Financial planning for your retirement

Facilitator: TBC

When: TBC

Part 2: Planning your retirement lifestyle

Facilitator: TBC

When: TBC

Foundation in Personal Financial Planning

Foundation in Personal Financial Planning is now run by People and Organisational Development team - booking information can be found on their webpages.

Financial planning has become a necessity for most in the current financial climate. However this may be especially important for this looking at retirement.  Having realistic financial plans in place that align with your expectations can give you valuable peace of mind during this transition. Imperial regularly run finance workshops for all staff to assist with their financial planning:

Pensions and investing for growth

This session, run by Planned Future, focuses on helping you grow your savings and plan for the future.  It covers why you might decide to take the risk of investing; how to make the most of tax advantages; and cover the basics of investment and pensions. 

Pre-Retirement two-part Workshop

This workshop, run by Planned Future, is relevant for those planning to retire within the next two years, as information and advice changes regularly. If this does not apply to you, the Financial Awareness session may be more relevant. 

Part One: Financial planning for your retirement (3 hours)

This event focuses on planning your finances for retirement.  We will provide an overview of your occupational pensions and the changes to these schemes. 

We will help you understand the different types of pension plans you may have and relevant taxes; we share planning tips for retirement and beyond; and look at the importance of Wills and Power of Attorney.   We look at investments and the role of risk in combating inflation, and making your money last for your lifetime.

This event is typically for people who are over 55 years old. Your partners are welcome too, as you have important choices ahead that you will want to plan together.

View the Part 1 Agenda: Planning for your Retirement Lifestyle

Part Two: Planning your retirement lifestyle (2.5 hours)

This session is focused on helping you make the most of your freedom in retirement.  We focus on the social and emotional impacts rather than the financial.

This event is typically for people who are approaching retirement. Your partners are welcome too, as you have important choices ahead that you will plan together.

View the Part 2 Agenda: Planning for your Retirement Lifestyle

Upcoming workshops for 2024 will be confirmed soon - when registration is open links to book can be found in the green boxes (at the right of this page). 

Foundation in Personal Financial Planning

This session, run by Planned Future, focuses on helping you understand and take control of your daily finances.  It covers the basics of budgeting, taxation, borrowing, mortgages, and savings.  By understanding the basics, we can learn how to cope with a financial shock, understand how we can financially plan for our life choices, and help build greater clarity and security.

This session is run by the POD team - booking information can be found on their webpages

 

NHS Pension Scheme events

The NHS runs free events for their members:

Understanding the NHS Pension Scheme and its benefits 

These sessions aim to improve understanding about how the Scheme works, who can join and the benefits accessible to members. 

Your Total Reward Statement and Annual Benefit Statement explained

These sessions will inform members about what their Annual Benefit Statement and Total Reward Statement is, as well as how to access and understand it.

Your retirement options explained

These sessions provide information about retirement options (i.e., eligibility for taking a lump sum) in order to assist future planning.

 See all upcoming events, and enrol via the NHS Members events website

USS Pension Scheme events

The USS also run free member webinars on various matters:

About USS

These sessions provide helpful information for those considering joining, including the benefits, what you pay, and retirement options for you.

New to USS

These sessions cover information about USS, as well as what your membership gives you, further details about your benefits, as well as what happens if you leave USS. 

Planning for retirement

These sessions consider retirement options for members, including how your benefits accumulate, when you can access these and in what form. It would be particularly useful for those planning for or thinking about retirement.

Understanding DC (the Investment Builder)

These sessions look at the key features of the Investment Builder, including how you can build savings and how you can take your Investment Builder savings. It would be useful for those who have recently started saving in the Investment Builder, or who already are and would like to know more.

Focus on pension tax

These sessions focus on pension tax, including Annual Allowance, Tapered Annual Allowance, MPAA and Lifetime Allowance, and managing tax. They also cover USS specific tax mitigation options

Leaving USS

These sessions cover topics useful for those who have left, or are considering leaving USS, ahead of their retirement.

Upcoming USS Webinars 

Free Member webinars
TBC - New Dates Coming Soon
 
Free Member webinars (provided by Mercer)
TBC - New Dates Coming Soon

See all upcoming events, and enrol via the USS Guidance webinars website