|
15 April 2026
9.30am - 12.00pm
Register your place here
|
Planning for Retirement (USS)
Register your place here
Are your retirement savings on track? Do you know how much income your pension savings may provide? Have you thought about how much income you might need when you retire? Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already at the planning stages.
To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices
about retirement.
Aimed at employees on the Universities Superannuation Scheme (USS), considering retirement or for those who have just started thinking about retirement plans.
Learning objectives:
- Explore changes in lifestyles
- Identify where income is expected to come from and how it is taxed differently in retirement
- Understand the State Pension and different types of workplace pensions
- Learn about the risks and rewards involved in savings and investments
- Discover why increased life expectancy escalates the dangers of inflation and how to combat it
- Find out how to ensure your estate is passed to your intended beneficiaries
- Understand Inheritance Tax
- Understand the next steps and where to receive further guidance and regulated financial advice
|
|
15 April 2026
1.00pm - 2.30pm
Register your place here
|
Taking control of your Finances
Register your place here
This course is designed to help employees clearly identify the 4 steps towards becoming financially well that can support employees through working life and beyond. Providing information to help support employees make informed financial decisions
This course is aimed at helping employees gain confidence and control over their finances
Learning objectives
- Break down your payslip - Help employees clearly understand their take-home pay and what deductions mean.
- Get a financial snapshot - Encourage employees to assess where they stand financially, and start exploring smart ways to budget and save.
- Tackle debt with confidence - Demystify different types of borrowing, share tips on managing debt, and how to boost credit scores.
- Plan for the future - Explain how the State Pension works and explore the various workplace pension options available.
- Take the next step - Provide guidance on where to go for trusted financial advice, and introduce the basics of investing
|
|
19 May 2026
9.30am - 12.00pm
Register your place here
|
Planning for Retirement (AUPP / L&G)
Register your place here
Are your retirement savings on track? Do you know how much income your pension savings may provide? Have you thought about how much income you might need when you retire? Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already at the planning stages.
To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices
about retirement.
Aimed at employees on the Aberystwyth University Pension Scheme (AUPP) [Legal & General), considering retirement or for those who have just started thinking about retirement plans.
Learning objectives:
- Explore changes in lifestyles
- Identify where income is expected to come from and how it is taxed differently in retirement
- Understand the State Pension and different types of workplace pensions
- Learn about the risks and rewards involved in savings and investments
- Discover why increased life expectancy escalates the dangers of inflation and how to combat it
- Find out how to ensure your estate is passed to your intended beneficiaries
- Understand Inheritance Tax
- Understand the next steps and where to receive further guidance and regulated financial advice
|
|
22 June 2026
1.00pm - 2.15pm
Register your place here
|
Effective Tax Planning for Higher Earners
Register your place here
Are you earning over £50,000 per year? If so, are you aware of the legitimate tax planning opportunities available to you and your family? Many higher earners unknowingly fall into tax traps - but with the right planning, you can optimise your finances and keep more of what you earn.
This interactive online course is designed to equip you with essential tax-saving strategies and help you take greater control of your financial future. This session will provide actionable insights to help you plan more tax-efficiently.
This course provides a comprehensive understanding of tax and National Insurance, highlights common tax pitfalls for higher
earners, and offers strategies for tax-efficient savings. It covers pension contribution limits, upcoming Inheritance Tax changes on
pensions (from 2027), and expert tax planning tips specifically for those earning £50,000 or more per year.
This is aimed at employees who want to gain a clear understanding of tax and National Insurance, ensuring you’re compliant and informed.
- Avoid common tax pitfalls that often impact higher earners.
- Learn tax-efficient savings strategies to maximise your wealth.
- Understand pension contribution limits to make the most of your retirement planning.
- Stay ahead of upcoming Inheritance Tax changes on pensions (from 2027) and plan accordingly.
- Benefit from expert tax planning tips tailored specifically for high earners.
- If you’re looking to optimise your finances and minimise unnecessary tax burdens, this course is a valuable investment!
|
|
19 October 2026
9.30am - 10.45am
Register your place here
|
Effective Tax Planning for Higher Earners
Register your place here
Are you earning over £50,000 per year? If so, are you aware of the legitimate tax planning opportunities available to you and your family? Many higher earners unknowingly fall into tax traps - but with the right planning, you can optimise your finances and keep more of what you earn.
This interactive online course is designed to equip you with essential tax-saving strategies and help you take greater control of your financial future. This session will provide actionable insights to help you plan more tax-efficiently.
This course provides a comprehensive understanding of tax and National Insurance, highlights common tax pitfalls for higher
earners, and offers strategies for tax-efficient savings. It covers pension contribution limits, upcoming Inheritance Tax changes on
pensions (from 2027), and expert tax planning tips specifically for those earning £50,000 or more per year.
This is aimed at employees who want to gain a clear understanding of tax and National Insurance, ensuring you’re compliant and informed.
- Avoid common tax pitfalls that often impact higher earners.
- Learn tax-efficient savings strategies to maximise your wealth.
- Understand pension contribution limits to make the most of your retirement planning.
- Stay ahead of upcoming Inheritance Tax changes on pensions (from 2027) and plan accordingly.
- Benefit from expert tax planning tips tailored specifically for high earners.
- If you’re looking to optimise your finances and minimise unnecessary tax burdens, this course is a valuable investment!
|
|
11 November 2026
9.30am - 12.00pm
Register your place here
|
Planning for Retirement (USS)
Register your place here
Are your retirement savings on track? Do you know how much income your pension savings may provide? Have you thought about how much income you might need when you retire? Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already at the planning stages.
To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices
about retirement.
Aimed at employees on the Universities Superannuation Scheme (USS), considering retirement or for those who have just started thinking about retirement plans.
Learning objectives:
- Explore changes in lifestyles
- Identify where income is expected to come from and how it is taxed differently in retirement
- Understand the State Pension and different types of workplace pensions
- Learn about the risks and rewards involved in savings and investments
- Discover why increased life expectancy escalates the dangers of inflation and how to combat it
- Find out how to ensure your estate is passed to your intended beneficiaries
- Understand Inheritance Tax
- Understand the next steps and where to receive further guidance and regulated financial advice
Register your place here
|
|
8 December 2026
1.00pm - 3.30pm
Register your place here
|
Planning for Retirement (AUPP / L&G)
Register your place here
Are your retirement savings on track? Do you know how much income your pension savings may provide? Have you thought about how much income you might need when you retire? Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already at the planning stages.
To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices
about retirement.
Aimed at employees on the Aberystwyth University Pension Scheme (AUPP) [Legal & General), considering retirement or for those who have just started thinking about retirement plans.
Learning objectives:
- Explore changes in lifestyles
- Identify where income is expected to come from and how it is taxed differently in retirement
- Understand the State Pension and different types of workplace pensions
- Learn about the risks and rewards involved in savings and investments
- Discover why increased life expectancy escalates the dangers of inflation and how to combat it
- Find out how to ensure your estate is passed to your intended beneficiaries
- Understand Inheritance Tax
- Understand the next steps and where to receive further guidance and regulated financial advice
|
