Financial Planning courses

Navigating pensions can seem daunting.

West Sussex Pension Fund is keen to support members with their financial planning and has partnered with Affinity Connect to provide two workshops:

Taking Control of Your Finances 

This is a 90 minute online workshop suitable for all members which aims to support members understand their current financial position, support with budgeting and provide guidance on possible options of how to cut costs. Topics include general money management, managing debt and improving credit scores, through to saving for the short, medium and long- terms and how to plan for retirement.

If you are interested in the course, you may wish to view the preview and agenda before signing up.

If you wish to book a place on the course, please click here for a full list of the dates available.  

Planning for retirement

This is an hour and half to two and half hour online workshop targeted at members aged 50 and over which aims to explain your LGPS and state entitlements and guide you through the decisions you need to make regarding how to claim your pension benefits. Topics include retirement goals and considerations, accessing retirement saving and understanding the risks, tax planning.

If you are interested in the course, you may wish to view the preview and agenda before signing up.

If you wish to book a place on this course, please click here for a full list of the dates available. 

Disclaimer

These courses are provided by Affinity Connect, a specialist provider of financial education in the workplace for the public sector. Affinity Connect is part of the Wealth at Work group of companies. 

In providing access to these courses, West Sussex Pension Fund does not show preference for or endorse the services of Affinity Connect or any Financial advisory organisation. Attendees are not obliged to request subsequent financial advice from Affinity Connect following this course but may wish to seek financial advice from them or any other financial advisory organisations. The Pension Fund is not responsible for subsequent financial advice given by Affinity Connect or any other financial advisory organisation.

These courses are currently all online.