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Our Courses
Planning for Retirement

Our core programme, held nationwide and online throughout the year, this course aims to promote a holistic approach by covering all aspects of retirement planning.

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A professional older man working indoors. He's concentrating while reading on a tablet.
Executive Planning for Retirement

Our one-day bespoke offering aims to make the transition from work to retirement smooth and enjoyable by carefully considering both holistic and financial aspects.

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Two professional women in their mid-career chatting in work.
Mid-career Planning

Our in-house company offering aims to help individuals at the midpoint of their careers map out their financial priorities, career ambitions, and personal development to create financial well-being in the workplace.

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