Retirement Planning At Home

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

Retirement Planning At Home - Level 1

A package of distance learning resources to aid with retirement planning.

Retirement Planning At Home - Level 2

A package of distance learning resources to aid with retirement planning.

Retirement Planning At Home - Level 3

A package of distance learning resources to aid with retirement planning.