Rhondda Cynon Taf County Borough Council are pleased to be partnering with financial education specialists ‘Affinity Connect’ to support all aspects of your financial wellbeing.
With this in mind we would like to invite you to attend any of the following courses:
Planning for Retirement
Retirement might be up to 10 years away but it’s never too soon to start planning. This course is perfect for anyone thinking about retirement or already at the planning stages.
What's covered:
- Help you plan for the lifestyle changes ahead
- Maximise the benefits of your State and workplace pensions
- Make the most of your tax-free cash
- Understand the income options available from your pension
- Achieve your retirement goals
- Ensure your estate is passed to your intended beneficiaries
- Factor in long-term care costs
Your Financial Wellbeing
Do you know how your net pay is calculated? How to budget effectively to make sure you can achieve your financial goals? How valuable your pension is for the longer term and how tax efficient saving could help your money go further?
This course will give you and your colleagues information about how to maximise the value of both your take home pay and workplace benefits.
What's covered:
- Understand your income and plan your spending
- Review and keep track of your borrowing
- Plan your financial goals and prepare for those unexpected costs
- Start planning for life beyond work whenever that may be
Taking Advantage of the Pension Tax Allowances
Pensions form a valuable element of your rewards and remuneration package. Part of this value is the opportunity to benefit from tax relief on your savings and contributions to pensions.
If you’re nearing retirement and want to further fund pensions or if you’re a higher earner and want to maximise the tax relief opportunities available to you through pension contributions, you need to ensure you are aware of the pension Tax Allowances.
What's covered:
- Understand the key tax relief benefits when funding pensions
- The Annual Allowance
- When this allowance can be higher or lower
- The cap on tax free cash
Please note: the courses will provide information only and will not include or constitute financial advice.
Should you have any issues registering, please contact Affinity Connect by either calling 0800 019 6076 or by emailing bookings@affinityconnect.org stating the course, date and time that you would like to attend.
Affinity Connect is a trading name of Affinity Connect Limited which is a member of the Wealth at Work group of companies. Registered in England and Wales No. 04256854. Registered Office: 5 St Paul's Square, Liverpool L3 9SJ. Telephone calls may be recorded and monitored for training and record-keeping purposes.
