Affinity Connect Retirement and Finance Courses

Affinity Connect is providing courses on financial planning.

Your Financial Wellbeing

We’ve teamed up with financial education specialists ‘Affinity Connect’ who would like to personally invite you to attend a 90-minute course looking at the key aspects and considerations you might need to take when planning your finances.

Understanding your take home pay will help you make better-informed decisions related to your spending, likewise, budgeting enables you to exercise control over your outgoings. The importance of pension planning helps secure a better future for your later years and plan your retirement life comfortably.

The course looks at 4 key areas to support your overall financial wellbeing:

Understand your income and plan your spending.
Review and keep track of your borrowing.
Plan your financial goals and prepare for those unexpected costs.
Start to plan for life beyond work whenever that may be.

Don't miss out, spaces are limited! Pleaseclick here to book your place on the website.

Course Date	Location	Time
6 October 2023	Virtual	13:00 – 14:30

Pre-Retirement Course

Are your retirement savings on track? Do you know how much income your pension savings may provide? And have you thought about how much income you might need when you retire?

Financial education specialists ‘Affinity Connect’ would like to personally invite you to attend an interactive 2 hour 30 minute online course around the key aspects of planning for a financially secure future.

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.

During the course you’ll learn how to:

Help plan for the lifestyle changes ahead
Maximise the benefits of your State and workplace pensions
Make the most of your tax-free cash
Understand the income options available from your pension
Achieve your retirement goals

Course dates:

Course Date	Location	Start	Finish
12 October 2023	Remote	13:00	15:30
28 November 2023	Remote	09:30	12:00
06 December 2023	Remote	09:30	12:00

Don't miss out, spaces are limited! Please click here register your place on the website.

To find out what’s included in this course in more detail, please click here to view the agenda on website.

Understanding your Pension Changes

Did you join the NHS pension scheme on or before 31^st March 2012 and were still a member of the scheme on or after 1^st April 2015? If your answer is yes it’s likely that you'll be part of the McCloud judgement remedy which resulted from the breach of age discrimination rules. There are decisions for you to make but the good news is there is nothing immediate for you to do. Additionally from 1^st April 2022 there are changes to your NHS pension scheme.

With this in mind financial wellbeing specialists ‘Affinity Connect’ would like to personally invite you to attend an interactive 90 minute online course. This has been developed to help you understand the changes, explore your options and help you to make the right decisions when the time comes.

The course will cover:

An overview of the McCloud judgement including:

The remedy and the options to consider
The final salary link 2015 – 2022

The changes to your pension from 1^st April 2022

Flexible retirement and your options

Taxation and the impact of tax

Your next steps

Don't miss out, spaces are limited! Please click here to book your place on the website

Please see below for a list of dates:

Course Date	Location	Time
29 September 2023	Virtual	13:00 – 14:30
21 November 2023	Virtual	10:00 – 11:30

Should you have any issues registering please contact Affinity Connect by either calling 0800 019 6076 or by emailing bookings@affinityconnect.org.

Please note the courses will provide information only and will not include or constitute regulated financial advice.

Published 25th September 2023