Pre-Retirement Planning Workshops
These workshops are for the benefit of employers and their employees. We work together with employers that have employees who are in the last two years of their working lives, and cover all of the pertinent subjects.
Each interactive course typically lasts one full day and includes several expert speakers. Topics discussed are both specific to that Employer’s Terms and Conditions, but broad enough to answer all employees’ questions.
Feedback is taken from both employers and employees at every course.
Over 100 full day courses are run each year with around 1,800 attendees.
We work with both the private and public sectors. Previous clients have included universities, Teaching Bodies, Local Authorities, Police, Major Chemical Companies, Tyre Manufacturers, Engine Makers, Car Manufacturers, Fire Services, NHS Institutions and so forth.
More information on Pre-Retirement Workshops
To discuss or arrange a course, please speak to Employee Retirement Workshop specialist Maria Dabipi.
Business Development Manager Maria Dabipi says:
“At the end of the day, we want happy employers and much wiser employees. True Bearing Chartered Financial Planners understand the need for information and advice at this crucial time in an employees’ life.”
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 is 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.
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.