Preparing for Retirement

"Enjoyable! and instructional!"

Head of Higher Education

Retirement is a time for positive changes and new opportunities. However, in reality, some people find it difficult to adjust to their new lifestyle of more free time and less money. It comes as a surprise to many that they miss the daily structure and mental challenge that work gave them, not to mention the social aspect of working with others.

This course on 'Preparing for Retirement' promotes a realistic and positive approach to the opportunities presented by retirement. Participants will be given the insight and skills needed to build a pro-active approach to continued well-being, be provided with a retirement “checklist” and will acquire an understanding of the many ways in which career skills can be used to satisfy life ambitions and develop future work opportunities.

At the Civil Service College, we tailor our courses to each participant’s role and organisations, ensuring that each participant gets the most out of the training. Our courses and trainers are continuously updated and evaluated to ensure that we are always delivering the best service possible.

Key Training Features

Who Can Attend

Learning Outcomes

Civil Service College Bookstore


Key Training Features:

  • Planning for lifestyle changes and career transition
  • Financial planning options - income, savings, investments, tax, and benefits
  • Wellbeing in retirement: an active and interesting retirement
  • Developing existing and new interests
  • Working in retirement
  • Marketing your skills as a retiree
  • Opportunities for retirees

Who Can Attend:

This course is suitable for participants at all levels who are looking to plan ahead for their retirement.


Learning Outcomes:

Participants will be prepared for the adjustment to retirement and have developed a checklist to plan confidently for a well-balanced and rewarding future. They will gain insight into the key elements of retirement, in particular, fulfilling life after work including opportunities for voluntary and paid work as well as exploring new leisure activities and interests..


Visit the CSC Bookstore in partnership with award-winning publisher Kogan Page, offering materials in print books, eBooks and accredited soft skills eLearning courses. SAVE 15% on all Kogan Page books and ‘Creating Success’ eLearning Courses with KPCSC15. We also offer institutional savings too, just get in touch!

Summary

Duration

10:00 - 16:00

Price

£650 + VAT

Location

Westminster, London

Face to Face
Training
Course
Dates

11 January 2022 Book4

20 April 2022 Book6

14 July 2022 Book8

5 October 2022 Book8

Lead Trainer

Joseph Walsh

Joseph Walsh

Joe had a broad ranging career in the Financial Services industry culminating in a key role at the Financial Regulator where he worked on improving Financial Capability in the UK. Having made a successful early retirement at 56, Joe is now helping people plan ahead for their own retirement.

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Joseph Walsh

Joseph Walsh

Joe had a broad ranging career in the Financial Services industry culminating in a key role at the Financial Regulator where he worked on improving Financial Capability in the UK. On leaving the Regulator he became the managing director of Farthings Consultancy Ltd. providing consultancy services to a range of clients including FT100 companies.

Having made a successful early retirement at 56, Joe is now helping people plan ahead for their own retirement. Joe focuses on the financial aspects of this major life change and believes that by carefully planning ahead for the transition from work to retirement a lot of the stress and worry experienced by many people at this time can be avoided.

Lead Trainer

Judy Greevy FRSA

Judy Greevy FRSA

Judy possesses over 30 years of experience in the engagement, leadership development, diversity & culture change fields across both the private and public sector. She has particular expertise in developing strategy and leading change programmes.

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Judy Greevy FRSA

Judy Greevy FRSA

Judy possesses over 30 years of experience in the engagement, leadership development, diversity and culture change fields across both the private and public sector. She has particular expertise in developing strategy and leading change programmes.

Some of her previous roles have included Global Head of Diversity at NatWest Bank and Head of Diversity and Corporate Responsibility at Centrica. She has also worked for the Australian Bank AMP and Henderson’s Global Investors and most recently been an HR Director at Her Majesty’s Revenue and Customs with responsibility for Talent, Diversity and Engagement.

Judy has previously run a very successful business undertaking work for a wide range of clients including KPMG., Ernst and Young, Standard Chartered Bank, Marks & Spencer, Fire and Rescue Service, NHS Scotland and Greater London Authority. 

During her career Judy has won a number of Awards including the Directing Diverse Talent Award at the 2015 Opportunity Now Excellence in Practice Awards. 

Judy is a Board member of the Employers’ Network for Equality and Inclusion. She has also been a Non Executive Director and Deputy Chair of an NHS Trust and a school governor and member of the Ministry of Defence External Diversity Panel.

Before moving into organisational development and diversity work Judy was a corporate banker. She is a graduate of Leeds University and Member of the Chartered Institute of Personnel and Development.

 

 

Lead Trainer

Keith Ridland

Keith Ridland

Keith has over 10 years’ experience working in senior roles for a charity providing individually tailored, confidential mentoring and advice on career transition.

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Keith Ridland

Keith Ridland

Keith has over 10 years experience, initially at Director Level and then as Chief Executive, working for a charity providing individually tailored, confidential mentoring and advice on career transition, embracing both employment and financial aspects. Liaising with supporting companies, associated advisors and mentoring organisations has provided him with a wide range of contacts in the field of recruitment, finance and career change.

Keith joined the Royal Navy from Merchant Taylor’s School, Crosby and graduated from Britannia Royal Naval College, Dartmouth. After serving as a finance, administration, logistics and HR specialist, he left in 2001 in the rank of Captain. His career included 9 years in the Ministry of Defence in a wide spectrum of appointments ranging from the private office of the First Sea Lord to membership of the MOD’s Financial Management Development Unit. As a Commander, he was Director of the Royal Naval Supply School and, as a Captain, lived and worked in both South America and India.

After joining The White Ensign Association in 2002, he initially led the charity’s Employment Services. He was subsequently additionally appointed as Finance Director and continued in both positions until 2008, when he became Chief Executive. In each of these roles his work entailed delivering regular presentations to large audiences on the key issues of career transition, and retirement interviewing those facing such a change and providing personal advice and guidance.

Keith is a Freeman of the City of London, a member of the Royal Society for Asian Affairs, a keen sportsman and actively supports and advises several charities near his home.


Qualifications:

  • Educated: Merchant Taylors’ School, Crosby
  • Graduated: Britannia Royal Naval College (HR, Logistics, Finance & Administration Specialist)
  • Spanish Speaker: Studied at the Andean Centre for Latin American Studies, Quito
  • Certified Diploma in Accounting and Finance (City of Westminster University)

"An excellent course that has provided a framework for me to plan my retirement."

Director of Information Systems

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