Length of course: half day


To give employees greater confidence when faced with redundancy or leaving service early.


Anyone considering leaving employment early, taking early retirement or early severance terms, due to redundancy.

Course Objectives

  • To ease financial concerns by clarifying key financial issues in particular those related to leaving service early and how best to deal with them
  • To assist with decision making when offered early severance or redundancy
  • Understanding the next steps & where to receive further guidance and regulated financial advice

Course Structure

Statutory redundancy & personal taxation

  • How much is statutory redundancy pay?
  • How is it taxed?
  • How to claim a tax refund
  • Income tax
  • Personal savings allowance
  • Tax free dividend allowance
  • Capital gains tax
  • ISAs

Workplace pensions

  • Defined Benefit schemes
  • Defined Contribution schemes
  • Options on leaving the pension scheme

State Pension & benefits

  • State Pension ages
  • The new State Pension
  • Jobseekers Allowance
  • Universal Credit
  • Other benefits

Assessing your finances

  • Insurance policies
  • Personal budgeting
  • Mortgage & debt
  • Financial goals

Making the most out of the situation

  • Savings & investments
  • Boosting your pension savings


  • How inflation can erode the value of money
  • Life expectancy

Savings & investments

  • Risk and return

Estate planning

  • Inheritance tax
  • Wills and intestacy
  • Lasting Power of attorney

For further details please contact events@affinityconnect.org or contact Training on 0800 019 6076.