How to plan for retirement from home

Proper retirement planning will always be important, regardless of what’s happening in the world around us. Right now, we’re all adapting to a new normal. As experienced retirement planning providers, we recognise that unprecedented external or even personal circumstances may prevent people from receiving the assistance they need — whether workshops with peers or one-to-one meetings with a professional who can talk through personal questions.

Don’t worry, we’re still here for you

Drawing on our leading digital capability and a wealth of experience, MMB’s Workplace Education team has developed Retirement Planning At Home, a suite of distance learning resources to help you plan for a successful retirement.

The full Retirement Planning At Home programme comprises:

• A 12-month unlimited-access licence for our comprehensive Planning for Retirement Online e-learning course
  The e-learning content is designed to replicate the full curriculum of our two-day Lifestyle and Detailed Finance workshops and contains more than 20 hours of narrated content, interactive tools and exercises.
• Our highly regarded course pack, which supports the content of our face-to-face workshops and provides a handy bookshelf reference
  The course pack provides offline information and reference materials as well as the course lessons and resources to help people create their own retirement action plans.
• A 30-minute Retirement Planning Essentials video
  The video takes you through the essentials of retirement planning and explains how to make the most of the resources available in the full programme.
• Two 45-minute one-to-one calls with our experienced trainers
  These are available as a choice of two calls on either retirement lifestyle or retirement finance, or one of each — whichever you need to meet your particular needs.

The programme is available in three levels:

• LEVEL ONE: Full package at £200 + VAT
  • All components as described above
     
• LEVEL TWO: Digital-Free Call-based package at £150 + VAT
  • Two 45-minute one-to-one calls as described above
  • Course pack
     

• LEVEL THREE: Basic package at £100 + VAT
  • 12-month unlimited-access e-learning licence
  • Course pack
  • Retirement Planning Essentials video