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  • Pre-Retirement Presentation

Pre-Retirement Presentation

The 'Pre-Retirement' presentation is aimed at members who are within 5 years of retirement age. To book this event we will require a minimum of 10 attendees.

Pre-Retirement Picture
Pre-Retirement Picture

Our aim is to cover general scheme information to prepare and assist members to make an informed decision about when they can retire and the process of becoming a pensioner of the Fund. The topics we cover in this presentation are:

  • How a member's pension benefits have been built up (covers all LGPS changes before 11st April 2014)

  • Taking tax-free cash

  • The different retirement options available to the member

  • How members can increase their benefits through Additional Pension Contributions (APC's) or Additional Voluntary Contributions (AVC's)

  • Starting and completing the retirement process

  • Payment of member's benefits

  • What happens after the member accesses their pension

  • Promote the benefits of our online Pensions Portal

At the end of the presentation there will be an opportunity for the audience to ask any pension questions to our friendly and experienced Member Relationship Officers who are always happy to help.

(Please note that fund representatives can only give information, therefore, if members require financial advice they should seek the services of an independent financial advisor).

Feedback we have received from our members on the 'Pre-Retirement' presentation:

  • "Overall very good presentation. Food for thought, a lot of homework!!".

  • "All of the presentation was relevant to me. I am really glad I attended. It has given me some clear understanding of retirement/pension".

  • "An excellent presentation. Very informative".

  • "Fully explained lots of questions I had in mind. Clear, concise and understandable"


Remember our services are provided FREE OF CHARGE to employers of the West Midlands Pensions Fund.

To book an event today please contact the Member Services Team


We look forward to hearing from you...

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