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Planning Retirement

Date: 22 September 2023 to 23 September 2023

Time: 13:00 to 15:30

We can offer our employees who are considering retirement, an online pre-retirement workshop that consists of modules on Finance, Working in retirement, Adult Education, Health and Exercise, and Leisure and Action planning.  Once you are registered on this site you can access the resources and any updates to them for 12 months. 

We recommend that you should register for a pre-retirement course approximately 2 years before your planned retirement date to ensure you make informed decisions about this next big step.  If you would like to be registered for this, please contact learn.develop@orkney.gov.uk or telephone Sorcha Woodrow for further particulars on 01856 873535 ext. 2410.

We also offer a morning session by Affinity Financial Awareness (AFA) who provide a virtual workshop. Which covers:

  • Changes to your lifestyle
  • Income needs in retirement
  • The state pension
  • Workplace pension savings
  • At retirement options and tax efficiency
  • Wills and Inheritance Tax
  • Other savings and investments
  • Inflation
  • Tax allowances
  • Next steps and further guidance

If you are interested in attending, please email learn.develop@orkney.gov.uk with your details. This session focuses on the financial aspects and planning for your retirement.

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