Are you nearing retirement age? Are you interested in finding out more about pensions or mental health?
UNISON has fully funded places available for members at the following, short, online courses. Details and how to apply are below.
Planning for Retirement
Click Here to Register for a Retirement Course
This course is open to all staff who just started thinking about retirement plans. Aimed at
Explore changes in lifestyles
Identify where income is expected to come from and how it is taxed differently in retirement
Understand the State Pension and different types of workplace pensions
Learn about the risks and reward involved in savings and investments
Discover why increased life expectancy escalates the dangers of inflation and how to combat it
Find out how to ensure your estate is passed to your intended beneficiaries
Understand Inheritance Tax Understand the next steps and where to receive further guidance
Understanding the Pension Tax Allowance
Click here to register for an Understanding Your Personal Tax Allowance Course
This course addresses the April 2023 changes to the Pension Tax Allowance relating to the Lifetime Allowance and the Annual Allowance.
What’s in the course?
- Review of the current position on the Pension Tax Allowance
- Area’s where you can maximise contribution and relief opportunities
- The options should you exceed these limits – Pay or Avoid
- Alternatives to your pension for example: Other Tax efficient savings or considering you partners options
Mental Health First Aid
Due to last minute cancellation, we have 1 place available on Mental Health First Aid in Edinburgh on 23 and 26 June (learners must attend both days). Please email Marta at m.chaba@unison.co.uk if you wish to book a place.