Preparing for Retirement

In this module – We explain in 2 sections how to prepare Financially by a qualified Financial Advisor and how to prepare Mentally & Socially by a Counselling Psychologist.

Videos in This Module:

Part 1: Financial Planning for Retirement
Presenter: Sean Bruen, Financial Advisor, Kith and Kin Financial Wellbeing

• Overview of Kith and Kin Financial Wellbeing as a social enterprise offering fee-free advice.
• Key retirement financial considerations, including pension options, savings strategies, and tax efficiencies.
• Planning for lifestyle needs, understanding state and workplace pensions, and managing multiple pension pots.
• Practical advice on maximising contributions and making informed decisions about pension drawdowns, annuities, and trusts.

Part 2: Social and Mental Aspects of Retirement
Presenter: Dr. Anne Tracey, Counselling Psychologist

• Insights into the mental and social transitions associated with retirement.
• Understanding the impact of retirement as a choice or an imposed change.
• Exploring identity, purpose, and the importance of maintaining a sense of belonging.
• Practical steps for planning a fulfilling retirement, including staying active, engaged, and connected.

Learning Outcomes:

• Understand key financial strategies to prepare for retirement, including pension contributions, savings, and tax-efficient planning.
• Recognise the mental and social challenges of retirement and develop strategies to maintain wellbeing.
• Plan proactively for retirement, aligning financial goals with personal aspirations.
• Explore ways to remain active, engaged, and purposeful in retirement years.

Module Highlights:

• Expert guidance from Sean Bruen and Dr. Anne Tracey.
• Comprehensive coverage of financial, mental, and social aspects of retirement.
• Tools, resources, and action plans for a well-rounded retirement strategy.