DCSIMG
Mercer
mercer pre retirement seminar

Planning ahead - Mercer pre-retirement seminars

Last updated: 23 March 2011

 



ABOUT THIS EVENT

Who should attend?

What is covered?

Benefits to your employees

Benefits for you as an employer

Locations and dates

Making a booking

Some people see retirement as a whole new world of opportunity; others approach it with a sense of concern. As your employees approach retirement they need to think about:

 

  • How and when will they retire - what are their options

  • How will they make use of their time - work and leisure

  • Their financial requirements - supporting themselves for many years to come

  • Their health and wellbeing - enjoying a fulfilling lifestyle

Book your employees on a Mercer pre-retirement seminar

Mercer pre-retirement seminars are a cost-effective way of helping your employees plan for retirement. They support your company’s values and contribute to workforce morale by showing your concern for employees’ wellbeing. The seminars are facilitated by Mercer and led by two highly qualified tutors from Life Academy, a leading educational charity that helps people learn about managing changes to their lives.

Who should attend?

We recommend that individuals who are within five years of their planned retirement would benefit most from this seminar. Corporate sponsors who would like to know more are also welcome to attend.

What is covered?

Managing finances

  • Understanding state and other benefits

  • Managing budgets - savings, investments and financial planning

  • Tax and estate planning

  • Annuity purchase

The challenges of transition

  • Managing the emotions of change

  • Exploring talents and interests

  • Working options - voluntary, part-time, none!

 

Health and wellbeing

  • Physical, emotional, social and mental wellbeing

  • Health and lifestyle choices

 

Managing relationships

  • Changes to family and personal relationships

  • Building new social networks

 

Benefits to your employees

Individuals will meet others at similar stages of their life and will share their experiences in an educational, fun and interactive setting. They will be helped to:

 

  • Understand the issues important to them as they approach retirement

  • Plan for the transition into a new lifestyle

  • Identify different ways to get the most out of retirement

 

Benefits for you as an employer

You can show how you are committed to supporting your workforce, despite the challenging pensions backdrop and increasing budgetary constraints. Your employees will appreciate your investment in helping them plan for their retirement. It will reinforce the recognition in them as valued members of the team and will create positive feedback about your HR policies and practice.

Locations and dates

Mercer will run one-day seminars at the following offices in 2011: 


  • Manchester - 17 May
  • London - 25 May
  • Edinburgh - 13 June
  • Birmingham - 20 September
  • Bristol - 16 October
  • London - 5 November

 

The course typically runs from 09:00 - 16:30 with lunch and refreshments included.

Making a booking

The seminar cost is £270.00 + VAT per employee. The cost for an accompanying spouse/partner is reduced to £150.00 + VAT. Please complete our online booking form to request a place for your employee/s.
 
For organisations that would prefer to offer their employees a bespoke seminar, we can also offer a more tailored approach and on-site delivery. For further information, please contact Neville Khorshidchehr by e-mail or at +44 (0)20 7178 3446.

 


Please note: We present our events for our clients, potential clients, and other interested parties, but we reserve the right to exclude employees of competitor firms. Please register for this event using your corporate e-mail address.

 


Issued in the United Kingdom by Mercer Limited which is authorised and regulated by the Financial Services Authority. Registered in England No. 984275. Registered Office: 1 Tower Place West, Tower Place, London, EC3R 5BU.

 

Contact: Neville Khorshidchehr
Tel: +44 (0)20 7178 3446

Event details

 

Manchester - 17 May

London - 25 May

Edinburgh - 13 June

Birmingham - 20 September

Bristol - 16 October

London - 5 November

 

 


How Mercer can help

 

For further information on Mercer’s pre-retirement seminars, please contact:

Neville Khorshidchehr

+44 (0)20 7178 3446

 Download our pre-retirement seminar brochure (PDF)


Clear-sighted wealth solutions for individuals

 

Mercer's specialist team provides comprehensive personal financial planning services for your employees


right arrow Learn more


Mercer Workplace SavingsTM

 

Responding to the changing shape of employee pension and benefit provision, Mercer has launched a flexible, cost-effective online savings solution, which enables employers to meet changing workforce needs.


right arrow Learn more