Pre Retirement and Financial Planning Seminar - Monday 5 June, 9am - 4pm

To be completed by:

Time: - | Venue:

If you are within 2 years of retirement this full day seminar in Bradford City Centre is for you.

Bradford Council has arranged a Pre-Retirement and Financial Planning Seminar  

The providers of the seminar are True Bearing Chartered Financial Planners. 

Important: It is not suitable to attend this seminar unless you are within 2 years of retirement due to the financial information provided by True Bearing Chartered Financial Planners, this information is subject to change on a regular basis. 

Session highlights include: 

Managing Change 

  • Psychological changes
  • Emotional upheaval
  • Relationships
  • New interests and hobbies 

Occupational Pensions (West Yorkshire Pension Fund) 

  • What is your pensions benefit
  • Calculation of work pensions 

Financial Planning – Independent Financial Advice 

  • Income and Growth / Taxation
  • Investment Advice
  • ndependent Financial Advice and Wealth Management
  • Risk vs Reward
  • Accessibility
  • Inflation 

Legal Services Guild 

  • Wills and Trusts
  • Protection and Assets 

Benefits provided by the state

  • Job seeker's allowances
  • Statutory State Pension
  • National Insurance considerations
  • Other welfare benefits 

Followed by Questions and Evaluation 

Target audience: The seminar is targeted at any employee who is approaching retirement (within 2 years) or any individual who has requested to take voluntary redundancy. 

Cost £50 per person

5 June 2017,  9am to 4pm

To book a place:
If you have Google Chrome installed on your computer you can access the site by clicking on the link below:

Those External to Bradford Council – Learn & Develop with Bradford - Links below

Pre Retirement and Financial Planning Seminar

Internal Bradford Council Employees – Evolve - Links below

Pre Retirement and Financial Planning Seminar

Many Windows XP computers are running outdated versions of Internet Explorer which simply cannot cope with the functions of modern web pages. If you do not have Google Chrome installed you will need to contact your IT support who will install Google Chrome on your computer.

Please note external learners are required to sign up for an individual account so you can login and enrol for a place on a course date or e-learning module. The email entered will be assigned as the learner’s username for login so a unique email address must be used for each learner. Unfortunately, it is not possible to use one email for multiple learners.  You can pay online using a credit card.  If you wish to book a number of people onto the same course, please ensure each person has signed up for an account and contact Workforce Development (details below), with the names of each candidate to book on and pay.

If you require further information or support in booking a place please contact Bradford Council's Workforce Development Team on 01274 434503 or email



Published: 17/05/2017
Audience: Any teaching staff who plan on retiring within the next two years
Contact: Workforce Development - Bradford Council

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