Agenda

The following issues are addressed:

Ensuring financial security for retirement
Teachers’ Pension Scheme and proposed changes
Actuarially Reduced Benefits / Premature Retirement
Improving retirement income
Maximising State Pension and other benefits
Money management and budgeting
Reducing your Inheritance Tax liability
Health
Changing relationships
Paid work after retirement

The In School Seminar presents delegates with factual information regarding the State Pension and the Teachers’ Pension Scheme. Additionally, the presentation will provide generic information on the issues most applicable to education personnel including Actuarially Reduced Benefits (ARB’s) additional pension planning and maximising retirement income.

"Planning For Retirement"

09.15 - 09.30 Registration & Refreshments

09.30 - 10.45 New Beginnings (1) Welcome, Introduction

10:45 - 11.00 Refreshment break

11.00 - 12.30 State Pension & Teachers’ Pension Scheme (including AVC’s & ARB’s)

12.30 - 13.15 LUNCH

13.15- 14.45 Financial Planning Money Management

14.45- 15.00 Refreshment or Comfort break

15.00- 16.00 Financial Planning Investing & protecting

16.00 – 16.15 New Beginnings (2)

Evaluation & Feedback(The next step)

Summary, Close

Course Contributors

New Beginnings : TRA COURSE LEADER

Pensions And Financial Planning : BBT Asset Management*

*BBT Asset Management is a trading style of Bebbington Brumby Townend Group Limited, which is an appointed representative of Interdependence Ltd, which is regulated by the Financial Services Authority.