LaterLife workshops offer a unique approach to helping people plan for their retirement, whenever that might be and whatever shape that retirement might take.
While traditional support has very much taken a finance-first approach, we believe that a necessary part of proper retirement planning is to give the individual the structure and opportunity to consider all the lifestyle aspects of their retirement – at the same level as is traditionally given to those financial aspects. The simplified philosophy being that:
1. If you don’t know how you want to spend your retirement, you can’t establish how much you’ll need to spend in retirement and hence make informed financial decisions.
2. Building a detailed picture of yourself living your “best” retirement substantially increases your motivation to engage with the complex financial topics and the decisions you’ll need to make.
3. Taking time to think properly about “What I Want” can feel selfish, but it is fundamental. Structured education allows you to give yourself permission to think about you, and the time to do it.
Designed to deliver optimum value to individuals for whom retirement is a realistic prospect at any point within the next 3 years, the workshops are offered via the UK’s largest schedule of Open workshops, covering England, Northern Ireland, Scotland and Wales.
Whether you’ve already decided when you want to retire and want to plan for that day and beyond, or need help understanding your circumstances and options, LaterLife Planning For Retirement workshops offer highly valued, independent and unbiased education around one of the most significant transitions in your life.
LaterLife is the pre-retirement specialism within Mercer Marsh Benefits' Workplace Education TeMercer Marsh Benefits™ is a trading name of Jelf Insurance Brokers Ltd. Registered in England and Wales number 0837227. Registered Office: 1 Tower Place West, London, EC3R 5BU. Authorised and regulated by the Financial Conduct Authority (FCA). Not all products and services offered are regulated by the FCA.