Pre-Retirement Planning

Retirement involves some significant changes to life - income will be different, use of time will alter and the relationship with a partner and/or friends will undergo a transformation.

Everyone approaches retirement from a different point of view and with mixed emotions. Even those who are looking forward to it can feel a little deflated after the initial euphoria wears off.

The better prepared you are for these changes the more successful and enjoyable retirement will be.

Larger organisations have for years recognised the value of providing their staff with pre-retirement courses, and our advisers have a wealth of experience of delivering pre-retirement education to both the organisation and the individuals alike.

Gemini have decided that these extensive retirement planning courses should be available to all organisations so that employees within smaller businesses can benefit too.

The ideal time to attend a pre retirement course is at least 12 - 18 months prior to retirement, whether this be at normal retirement age, or earlier for those planning to take early retirement. The course may also benefit those who have recently retired.

There is a lot to think about and you will have a whole host of questions related to your retirement. These will be answered during an informal programme that you may attend with or without your partner and that will be tailored to suit your personal needs and preferences.

Courses are available both in house or on a more personal one to one basis. If you would like to know more about pre-retirement courses please click on the contact us form and we will be in touch.

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Gemini Wealth Management Ltd is Authorised and regulated by The Financial Conduct Authority Registered in England & Wales No. 5919877 Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT The Financial Conduct Authority does not regulate tax and trust advice, will writing and some forms of buy to let mortgages. The guidance and/or advice contained in this website is subject to regulatory regime and is therefore restricted to those based in the UK.

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