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Pre-Retirement Courses and Workshops
As an employer, ensuring that your longest-serving employees can enjoy the full benefits of a successful retirement is an important responsibility. At True Bearing, we offer comprehensive pre-retirement courses and workshops to make sure your employees receive all the support they need as they approach retirement.
Our interactive retirement seminars are designed for companies whose employees are approaching the final two years of their working lives. These courses deliver a wealth of information designed to benefit and educate employers and employees alike, covering all of the major topics and questions involved in helping employees prepare for retirement. We will tailor the content of our sessions to fit the culture and expectations of your business.
By attending one of our sessions, you and your workers will be able to benefit from the industry-leading expertise of True Bearing, a Chartered Independent Financial Advisory firm ranking among the top 15% by qualifications in the UK. We combine gold-standard knowledge with a local North West connection and a strong personal touch, meaning we are ideally placed to help you and your older workers process through the transition to retirement.
To find out more about your eligibility to book one of our pre-retirement planning workshops, call us on 01257 260011, or contact our Business Development Manager Maria Dabipi on 07545 834030. You can also fill out the contact form on this page to request a call back.
How Our Pre-Retirement Courses Work
At True Bearing, we understand that good retirement planning is the key to helping long-serving workers fulfil their post-work dreams, and that employers can play a valuable role in helping them to prepare for this transition.
All of our pre-retirement workshops are designed to help achieve this, and are provided at our expense, with no direct cost to your business. In order to take advantage of this service, you will need to demonstrate that a certain number of your employees are within two years of retirement; if your organisation meets this criteria, please get in touch.
A typical course aims to provide guidance on key subjects such as:
- How should you emotionally prepare for the transition to retirement?
- How will the retirement process work, and what are the options?
- What pension benefits are available, and how can these be optimised?
- When approaching retirement, how can you effectively manage your finances to support a comfortable lifestyle?
- What is estate planning, and how can it be used to protect your assets?
- How can you maintain a physical and mental healthy lifestyle in retirement?
- What new opportunities will be available to you? How can you use this newfound freedom to expand your social horizons?
Each interactive one-day course includes contributions from various expert speakers. The topics are comprehensive and broad enough to answer any queries that employees may have.
We run more than 100 face-to-face full-day courses each year, meaning that around 1,500 attendees benefit from our tailored retirement planning advice annually. We work with a wide variety of private and public sector employers - our clients include:
- Teaching bodies
- Local authorities
- Police forces
- Major chemical companies
- Tyre manufacturers
- Engine makers
- Car manufacturers
- Fire services
- NHS institutions
- National associations
Feedback is taken from both employers and employees at every course, aiding our efforts to ensure that our sessions deliver the comprehensive, personalised and accessible support that employees are looking for to start their retirement journey.
If a virtual session would be more convenient for you and your workforce, True Bearing’s team is more than happy to accommodate. We have been successful in hosting webinars and remote sessions for a number of national organisations, delivered via the Microsoft Teams platform and tailored to offer a shorter, more direct alternative to our face-to-face sessions.
Session topics will include pensions, finance and legal matters as standard, while optional additional sessions can also be included to suit your requirements. For more details on how these webinars can be arranged, get in touch with True Bearing today.
Why Work With True Bearing?
By attending one of our pre-retirement courses and workshops, you and your employees will be able to benefit from the full expertise of the multi-award-winning Independent Financial Advisers (IFAs) at True Bearing. As Chartered Financial Planners, we are among the most qualified IFA firms in the UK, with more than 500 years of collective experience within our team.
We will work closely with your company to develop a retirement planning session that reflects your business culture and specific terms, while catering to the personal needs and priorities of all attendees.
Our pre-retirement courses are coordinated and led by our Business Development Manager Maria Dabipi. Each of our speakers are specialists in their chosen field, bringing a wealth of experience and industry knowledge to the workshops, and giving employees the necessary information to face their next phase of life with confidence.
“Our aim is to satisfy the requirements of each employer and offer guidance and advice to their employees. True Bearing Chartered Financial Planners understands the need for information and advice at this crucial time in an employee’s life.”
To find out more about True Bearing’s pre-retirement planning courses and workshops, get in touch with Maria Dabipi. We look forward to discussing or arranging a course for you that will be tailored to meet the needs of your organisation and your employees.
What our clients say
We have delivered comprehensive retirement planning and advice sessions for a number of major employers in the North West, including Lancashire County Council, Essar Oil and Merseyside Police. These seminars have helped to equip their employees with the right strategies for a more enjoyable and secure retirement.
“Working with True Bearing Chartered Financial Planners gives us reassurance of receiving a high-quality service, which is well managed and responsive in meeting our needs. Maria has put a lot of effort into understanding us as a local authority, and works with us to ensure our requirements are met every time, whilst being flexible, timely and professional.
“The guest speakers and programme content are delivered at a professional level. The feedback from colleagues is positive and complimentary of a well-managed day, which is a credit to Maria’s commitment and dedication.
“We would highly recommend True Bearing for any future training requirements and have no hesitation in recommending them to any other prospective clients. We have built a great relationship with Maria at True Bearing, and will continue to build on that in the future.”
- Blackburn with Darwen Borough Council
“Merseyside Police have been working with True Bearing for over 12 months now, delivering pre-retirement courses to our staff.
“I thought it would be timely to place on record my thanks to yourselves for facilitating the courses, and that feedback from staff is consistently positive from the presentations they receive. The presenters are all extremely knowledgeable and helpful with any enquiries they receive, which encourages a positive atmosphere, which is reflected in the feedback.
“Can I also formally thank Maria too for her assistance in arranging the courses; she is obviously highly motivated and, in my dealings with her, is always professional and will assist with any queries I have, promptly and constructively.
“I continue to look forward to working with yourselves in the coming year.”
- Merseyside Police