Planning for your Future: Managing the Transition to Retirement

December 9, 2019

£110.00

Registration and refreshments from 9.30am

10:00 - 15:30

Radisson Blu Hotel

80 High Street
The Royal Mile
EH1 1TH

Cancellation and refund policy

Cancellations must be advised in writing/email 6 working days prior to the event.
We welcome substitute delegates attending in your place at no additional cost.
A refund will not be granted if a registrant fails to attend or cancels within 6 working days prior to the event.
For residential courses cancellation must be advised 28 days prior to the event.

Course Description

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

The seminar will cover:-

Pensions - 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 to secure your place****

Lead Delegate

First Name

Last Name

Job Title

Dietary Requirements

School

School Type

Professional Learning Co-ordinator

Professional Learning Co-ordinator's Email

Other Information

Additional email confirmation (if required)

Please email info@scis.org.uk directly to book this course. Non members will be invoiced before attending a course.

Fee costs may vary.

Once submitted a confirmation email will be sent to your email address. If you do not receive a confirmation please email info@scis.org.uk