Seminar Services

Talking to Your People

At Lansdown Place we place great value on communication. Employers know that it is important that they are seen to be in touch with their employees at times of change. We are therefore proud to offer a range of seminar services designed to keep you in touch, and offer a sense of being valued to your employees.

Retirement Seminars

Leaving the workforce and settling into a new way of life can be difficult for some. Caring employers will recognise that their employees often need help, support and guidance at this time. However cost has often been an issue.

We are pleased to offer employers a range of seminars designed to raise awareness of the issues involved at times of major change, typically retirement or redundancy. These seminars range from free half day seminars to more comprehensive two-day seminars for which there may be a charge.

Location

The seminars often take place at the employees’ place of work, but smaller employers may “pool” their employees and hold the event off site, enabling a number of employers to continue to support their employees without having to wait until several people require help. We have recently revised our policies and are offering these Pre-Retirement seminars to employees who may be within FIVE YEARS of their anticipated retirement date, whether or not they intend to fully retire. This gives plenty of time for employees to make any necessary amendments to their planning without the “last-minute rush” too often seen when other companies present.

A typical one-day agenda would run as follows:

Welcome
Adjusting to Change
Break
State Pension and Other Benefits
Company Pension Scheme
AVCs and the Open Market Option
Adjusting to Pension Income
Equity Release
Lunch
Inflation
Reducing Investment Risk
Case Study
Break
Mitigating Inheritance Tax
Long Term Care
Writing a Will
The Next Step

Timings and Content

Free half-day seminars extract the most relevant topics from the above list, whilst two-day seminars will provide additional speakers, covering items such as CV writing and Health in Retirement. Every employee will be given access to free, no-obligation independent financial advice.

Of course, every employee will have access to the same opportunities and quality of service, regardless of their level of need.