Pension and Pre-Retirement Workshops
Free pension workshops for employers across Northern Ireland, delivered on site at your workplace.
One session for all staff, and a pre-retirement session for employees aged 50 and over.
Why Run a Pension Workshop?
Your workplace pension is one of the most valuable benefits you offer, but most staff have no idea how it works or what it will give them. A short, plain-English session changes that.
Get value from what you pay
You're already paying into your staff's pensions. When people understand it, they value it, and many will pay in enough to get your full match.
Help staff near retirement
Many employees in their 50s and 60s have no real plan for when or how they'll stop working. A little guidance early makes a big difference.
Answer the questions HR can't
Staff get independent answers to their pension questions, without putting HR in the position of giving financial guidance.
Two Sessions to Choose From
Run one or both, depending on your workforce. Each can be tailored to your own pension scheme.
Your Pension (all staff)
For everyone, whether they've just started work or have been paying in for years.
- How your workplace pension works
- Employer contributions and matching
- Tax relief, and salary sacrifice explained
- Why starting early matters
- How much you might need in retirement
- The State Pension and checking your forecast
- Finding old pensions
Planning for Retirement (50+)
For staff aged 50 and over, or anyone expecting to retire in the next ten years or so.
- When you can take your pension
- Tax-free cash and how withdrawals are taxed
- Drawdown, annuities and lump sums
- Spreading withdrawals to pay less tax
- Pensions and inheritance tax
- Spotting pension scams
- Where to get free guidance and advice
How It Works
Group session
A relaxed, jargon-free session at your workplace, with plenty of time for questions.
One-to-ones
Anyone who wants to talk through their own pension can book a confidential meeting afterwards.
Ongoing support
Follow-up sessions and support through the year, rather than a one-off talk.
No cost to your business or employees
The workshops and one-to-ones are free. How is this free?
Trusted by Northern Ireland Employers
“We would highly recommend working with Chris as he is very approachable, knowledgeable, and genuinely committed to helping our employees.”Thompson Aero Seating
Pension Workshop FAQs
No. The workshops and any one-to-ones afterwards are free for the business and its staff. Most people just want their questions answered. If someone chooses to take full advice on their own pension, they'll know exactly what it costs before anything goes ahead.
It's designed for employees aged 50 and over, or anyone who expects to retire in the next ten years or so. It covers when and how people can take their pension, tax-free cash, the main options for turning a pension into income, and the mistakes to avoid.
No. The group session is general information that applies to everyone. Anyone who wants help with their own situation can book a confidential one-to-one afterwards. Nothing discussed is shared with the employer.
Yes. I can cover how your workplace pension works, including your employer contribution and any matching, so staff understand exactly what they have.
Yes. Sessions are usually delivered on site, but live online sessions are available if that suits your team better.
Workshops provide general information, not personal advice. The value of pensions and investments can fall as well as rise, and you may get back less than you put in. Tax rules can change and their effect depends on your circumstances.
Bring a Pension Workshop to Your Workplace
Book a 15-minute intro call to talk through your team and which session would suit them best.
Book an Intro CallPrefer to get in touch another way? Contact us here.