Length of redundancy course:  Half day
Summary: To give individuals greater confidence in addressing financial issues when faced with redundancy or leaving service early
Suitability: Anyone considering leaving employment early on, 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
  • Understand your next steps & where you can receive further guidance & 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

To download a copy of the course description, please click below.



For further details please contact or contact Training on 0800 019 6076.