Consultation
Pre-Retirement Couples Workshop
A half-day workshop for couples aligning retirement dates, shared spending, and who will handle which financial tasks after work ends.
£560 per couple · limited to six couples per month
Why a couples format
Retirement rarely arrives on the same day for both partners. One may leave work while the other continues, or one may hold most of the pension wealth. This workshop creates space to talk through those differences with a facilitator present—before informal assumptions harden into conflict.
Workshop shape
We work through a shared timeline, a household spending sketch, and a division of practical tasks such as who contacts pension schemes and who tracks State Pension claims. Individual product advice is not given in the group setting; couples who need that afterwards can book a Full Retirement Income Review.
Places and booking
We run up to six couple places each month at our Old Doylewick meeting room. Private workshops for a single couple are available at a higher fee. Enquire about workshop dates.