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Open Retirement Courses
In-House Retirement Courses
Senior Executive Retirement Courses
Talking Retirement
Mid-Life Planning

 

 

 

Usually our programmes will be managed by a course director who will deliver most of the sessions.   He or she may introduce other speakers for example a specialist financial consultant so that we comply with the Financial Services Authority rules. Frequently clients arrange for someone to explain the company pension scheme and occasionally representatives of a retired staff association or company social club will give a talk. Should a client wish a specialist speaker e.g a health specialist or solicitor, an extra charge of around £175 plus the cost of travel will be added for each specialist used. It is not unusual for us to add an additional speaker at no extra charge to the client.

The following elements are included within the standard charge:

•  An attractive vinyl wallet containing booklets and pamphlets on a wide range of topics.  

•  A sixty page A4 book called Retirement A Postive Approach which provides a précis of the course/seminar content.

•  Various reference material for participants to refer to for the duration of the seminar/course.  

•  Video tapes or DVD's that may be used within the programme concerning health/diet, voluntary work and ‘adjusting to retirement'.

•  All necessary training equipment if the client does not have access to a laptop computer, computer projector, flipchart stand and pad.

•  On a residential course the course leader will normally stay so that he/she is available to answer personal questions outside the normal course hours.

FEES

Charges are based on the issue of twelve course packs per course (allowing for 12 delegates plus partners – 24 in total).   An extra charge of £8.50 will be rendered for each additional pack issued.

•  Travelling expenses are charged at 40p per mile.

•  Accommodation and VAT are charged as applicable.

•  Prices can marginally increase or significantly decrease according to the style and timing of a course.   We prefer to tailor courses to individual client's requirements and retain a flexible approach to price so that all levels of budget can be catered for.   We are particularly sensitive to the needs of charities.

 

Cancellation Charges

If it is necessary for a client to cancel a course for any reason, then the following charges will apply:

More than 12 weeks prior to course date No charge
8-11 weeks prior to course date 33% of course fee
4-7 weeks prior to course date 66% of course fee
Less than 4 weeks 100% of course fee.

All the above charges are subject to Retirement Education Services not being able to re-let dates to other clients.   Should we be able to substitute a client at short notice the figure of income that is earned will be deducted from the cancellation charges.

OPEN COURSES

These are usually run as two-day events in a variety of geographical locations on dates throughout the year.   The general price to attend these is £275 for an individual and £450 for a couple.

OPEN SEMINARS

We now run one-day open seminars.   The price for these is £150 for an individual and £250 for a couple.  

ONE-TO-ONE COUNSELLING

We recognise that occasionally people are not able to attend open courses and that individuals may need some help within days or weeks.   We can usually respond to such requests and will negotiate the price with clients according to the time and distance involved with the contract.

VINYL COURSE WALLETS (sold independently of a course)

If supplied separately £9.95 each
More than 20 packs £7.95 each
More than 50 packs £6.95 each

                                 

‘TALKING RETIREMENT' CD PACKAGE

This attractively boxed package consists of four CDs, an 88-page supporting booklet covering all aspects of retirement planning and a comprehensive book on state benefits.

The list price of the package is £38.95.   There is the following quantity discount structure:

1-9 copies £38.95 each
10-49 copies £33.95 each
50-99 copies £29.95 each
100-249 copies £24.95 each
250+ price negotiable

 

Terms and Conditions of Order

•  Prices are exclusive of postage and packing, which will be charged at cost.

•  VAT is added to each account at the current rate.

•  Invoices are due for payment on receipt and products purchased do not become the property of the buyer until payment has been received.


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