Planning for your Future: managing the transition to Retirement

For All Staff Wednesday 18th January 2017

Location: Radisson Blu Hotel, 80 High Street, Royal Mile, Edinburgh EH1 1TH
Date:   18/01/2017
Course timings:   10 a.m. - 3.30 p.m. including lunch. Coffee & registration from 9.30 a.m.
Cost:   £95

This seminar is geared to staff who are nearing retirement within the next 1 – 3 years.  

The seminar will cover:-


General framework and personal planning.  

Money management & personal taxation

Budgeting. Commutation. Redeeming loans. Mortgages & savings. Inflation. Use of income and capital. Income tax, Capital Gains tax and Inheritance Tax. Basic tax saving tips. 

Legal issues

Arranging a will. Deed of variation. Continuing power of attorney. Long Term Care. 

Investing in retirement

Investment principles. Investing for income and/or growth. Understanding & reducing investment risk. Portfolio planning 

Please register as soon as possible and by Friday 6 January at the latest.


Registration closed

Feedback from last year's conference: 

'Lots of good detailed advice and useful documents to take away.' 

'I am not really clued up on financial education and the presenters systematically and, in layman's language, talked us through the whole process on future planning.'