Event Date
February 20, 2026
Event Cost
£65
Event Time
09:30 AM - 11:30 AM
Location
Online
To register for the waiting list, please email Info@scis.org.uk
Cancellation and refund policy
- Cancellations must be advised by email 5 working days prior to the event.
- A refund will not be granted if a registrant fails to attend or cancels within 5 working days prior to the event.
- We welcome substitute delegates attending in your place at no additional cost.
- Cancellations for residential courses must be advised 6 weeks prior to the event.
Event Description
We are pleased to offer this dedicated professional learning opportunity for non‑teaching colleagues who are planning to retire within the next 12–18 months.
This event takes place as a 2‑hour online session, followed by individual 1‑to‑1 time with the presenter (times to be confirmed). This revised format allows for personalised guidance tailored to each delegate’s circumstances.
The session will cover the following: -
Pensions: General framework, State Pension 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.
Investing in retirement: Investment principles. Investing for income and/or growth. Understanding & reducing investment risk. Portfolio planning
Places are limited hence early booking recommended.