Personal Financial Awareness
Your guide to planning your financial future
PFA delivers pre retirement and mid career pensions courses on behalf of a number of NHS Trusts
and the information on these pages gives a short overview of the areas covered on our courses.
We deliver our courses free of charge, if you are a Trust and would like further information please see the following page.
Pre Retirement Course Mid Career Pensions Course
The pre retirement course is aimed at those who are thinking of retiring within the next 5 years and need to be sure their finances and plans for retirement are sound.
Within this pre retirement stage, given the correct advice and guidance, there is still time to plan a happy and financially secure retirement.
The mid career pensions course is aimed at a slightly younger audience who are not yet thinking of retirement but should be putting their financial affairs in order now rather than on the verge of retirement.
The course concentrates more on the NHS pension but also incorporates independent financial advice and estate planning as on the
pre retirement course.
Many of the delegates that have already attended one of our courses have commented that they would have liked handouts to discuss the issues with their partners.
As the topics covered are very complex it is understandable discussions are sometimes needed before making decisions on moving forward.
However, it is impossible to give specific advice on the courses as there is not enough time to dedicate to any one individual.
Delegates are given the opportunity to request one to one meetings with our financial advisors and estate planners that present on the courses and that is the only way the best advice can be given.
To assist with this decision making process the following pages give a short summary of the topics covered on the courses along with some links to other web sites which may be helpful.
Print 