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PRE - RETIREMENT
CONSULTANT
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Specialists in Lifestyle Planning Seminars

PREP is an independent training company who specialise in helping people to plan for significant Lifestyle Changes such as retirement or redundancy and manage this through seminars and courses.

The company, based in Sheffield South Yorkshire, has been established for over 30 years and works with both Public and Private sector organisations.

Our aim is to assist companies build and maintain an education strategy to support their people during times of change such as retirement, early severance, and redundancy.

We believe it is essential that individuals are made aware of the importance of planning, and our goal is to help them generate a realistic, positive, and confident outlook.

Our clients are offered a bespoke service to suit their requirements, ranging from half-day to two-day programmes. Seminars can be run either ‘In-House’ or at an external venue.

We are committed to providing top quality seminars and delivering up to date information. We constantly monitor our services, developing our programmes in line with customer feedback and delegate input.
You can be certain that attendees will be provided with new ideas and are encouraged to look forward to the future in a realistic and positive way.

We offer a range of seminars including:

PLANNING FOR RETIREMENT

EARLY PLANNING FOR RETIREMENT (MID LIFE PLANNING)

FINANCIAL PLANNING

FINANCIAL PLANNING FOR VOLUNTARY EARLY RETIREMENT

FINANCIAL PLANNING FOR REDUNDANCY/SEVERANCE

Please look at our Testimonial Page to read feedback from our clients.

Our expert speakers are able to offer advice on:

Pension Information - Company Provision

State Benefits And Implications Of The New State Pension Legislation

Financial Planning

Financial Planning For Retirement/Redundancy

Estate Planning And Making A Will / Lasting Powers of Attorney / Inheritance Tax

Wellbeing

Planning And Developing Leisure Activities

Change Of Lifestyle (Retirement/Redundancy)

Self-Employment

Career Planning

Volunteering

University of 3rd Age

PREP | Impact Films interview
Watch the video interview with PREP’s Lorraine & Jane
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Award
Director Lorraine Howie and Events Facilitator Jane Blythe of PREP receiving a '25 Years of Success' award from Richard Wright Acting Chief Executive of Sheffield Chamber of Commerce.

SEMINARS

A SEMINAR is useful at any time, but the delegate must feel ready to start planning for life changes.

Our Mid-Career events are best delivered to those people who want to put their plans in place early, say from age 40 onwards, whilst the Pre-Retirement events suit those within 5 years of their retirement. Financial Planning seminars are suitable at any age and especially useful for those under risk of redundancy or severance who want to find out about their pensions and finances.

IN - HOUSE SEMINARS

Ideally for 15 - 20 delegates (no more than 25 unless it’s a 1-day event). We ask that the company provides a suitable training room large enough to accommodate the delegates comfortably, plus the necessary equipment, e.g. Overhead Projector, Flip Chart, PowerPoint. Ideally refreshments and lunches should also be provided.

Companies can choose the whole or part of the seminar programme to suit their employees. Early Planning (Mid Career) events are usually 1 day, whilst Pre-Retirement can be 1, 1½ or 2 days depending on client needs and Financial Planning seminars can be run over ½ or 1 day. We recommend the invitation of partners to these events.

OPEN SEMINARS

For companies who do not have enough staff to run an 'In - House' event. Partners are most welcome at these events. Refreshments, lunches, equipment and materials are provided by PREP.

Sample Seminars can be viewed by clicking here.

Open seminars are held at:

Niagara Sports & Social
Niagara Road,
Wadsley Bridge,
Sheffield
S6 1LU.

0114 296 4945

Please contact us for dates

SAMPLE PROGRAMMES

PRE RETIREMENT SEMINAR

This event is designed to promote a “Realistic and Positive” approach to retirement. Delegates are encouraged to look forward with confidence to a well- balanced and rewarding time of life.

This seminar not only covers finance but also wellbeing, relationships and how to approach increased leisure time in a positive manner. The seminar also aims to prepare employees who are 1 - 5 years away from retirement to start seriously thinking of what work has meant to them both mentally and socially, and how to fill the gap it may leave.

Duration - 1 - 2 day(s)

In - house seminars can be held in a suitably sized room in your offices, or an outside training or conference facility.

Costs will be agreed with you at the offset.

Each delegate will be asked to complete an evaluation questionnaire during the seminar. A copy of this is sent directly to you after the event.

Delegates are welcome to bring spouses/partners.

Seminar Overview

  • What Does Retirement Mean To You?
  • Planning For Lifestyle Changes
  • Pension Information - State And Company Provision
  • State Benefits And Implications Of The New Pension Legislation
  • Financial Planning Options - What To Be Aware Of When Planning Your Financial Future
  • Estate Planning - Making A Will / Lasting Powers of Attorney / Inheritance Tax
  • Wellbeing
  • Planning And Developing Leisure Activities
  • Volunteering
  • Self-Employment
  • Future Career Planning (CV’s, Job Applications and Interviews)
  • Looking Forward To Retirement In A Realistic And Positive Way


Early Planning Seminars (MID CAREER)

Often feedback from our Pre-Retirement events include phrases such as “I wish I’d had this information 10 years ago!” Our Early Planning Events address this need by discussing issues that although important later on are often bypassed, forgotten, or just not thought relevant by busy people in the middle of their careers.

With a particular focus on financial matters, this seminar aims to prepare employees who are 10 - 15 years away from retirement to make the best use of the years ahead.

Duration - 1 day

In - house seminars can be held in a suitably sized room in your offices, or an outside training or conference facility.

Costs will be agreed with you at the offset

Each delegate will be asked to complete an evaluation questionnaire during the seminar. A copy of this is sent directly to you after the event.

Delegates are welcome to bring spouses/partners.

Seminar Overview

  • Planning Early For Retirement
  • Planning For Lifestyle Changes
  • Pension Information - State And Company Provision
  • State Benefits And Implications Of The New Pension Legislation
  • Financial Planning Options - What To Be Aware Of When Planning Your Financial Future
  • Estate Planning - Making A Will / Lasting Powers of Attorney / Inheritance Tax


Financial Planning Seminars

With a particular focus on financial matters, this seminar aims to prepare employees who want to start planning early, especially those who are under threat of Redundancy/Severance or who are taking Voluntary Early Retirement.

Duration – ½ day -1 day

In - house seminars can be held in a suitably sized room in your offices, or an outside training or conference facility.

Costs will be agreed with you at the offset. Although there is a standard fee, on occasion this can be negotiated due to circumstances.

Each delegate will be asked to complete an evaluation questionnaire during the seminar. A copy of this is sent directly to you after the event.

Delegates are welcome to bring spouses/partners.

Seminar Overview

  • Introduction
  • Planning For Lifestyle Changes
  • Pension Information – State And Company Provision
  • Financial Planning Options – What To Be Aware Of When Planning Your Financial Future
  • Estate Planning - Making A Will / Lasting Powers of Attorney / Inheritance
  • Future Career Planning (CV’s, Job Applications and Interviews)
  • Self Employment

All seminars can be 'Tailor - Made' to a client's needs.

Please contact info@prepinfo.co.uk for further information.

SPEAKERS

PRE RETIREMENT SEMINAR

We invite a team of excellent presenters to complement the structure of the seminar. Several of these are actually retired persons who obviously have firsthand knowledge of the issues involved in preparing for this time of life. The Independent Financial Advisors who form part of our team, provide an educational presentation that does not include any "hard sell" on either specific financial products or on their services, although an invitation to seek their advice on an individual basis, is offered to delegates during the event. Whether this offer is taken up is entirely the decision of the delegate and they will not be pushed to do so.

Please look at our Sample Programme page to see the subjects we may cover.

"This event has been extremely valuable. It has given me a lot of food for thought. I'm glad I did it a few years before retirement"

Sheffield College Delegate

Our Speakers Include:

From Prep:

Lorraine Howie
Lorraine Howie
Director
T: 01142 490 910
M: 7967 817 690
emailemailemailemail
See Lorraine's biography
Jane Blythe
Jane Blythe
Events Facilitator
T: 01142 490 910
M: 07891 411 651
emailemail
See Jane's biography

Financial Advisors:

Amanda Mellors
Amanda Mellors
dipPFS
i2 Retirement & Financial Planning Ltd
T: 01142 493 444
M: 07973 800 720
email
See Amanda's biography
John Hartley
John Hartley
Artisan Financial
T: 01709 211 077
M: 07879 647 501
emailemail
See John's biography
Shaun Conboy
Shaun Conboy
SAC Financial Services Ltd
T: 01274 851 143
M: 07710 461 011
emailemail
See Shaun's biography
Alan Flinders
Alan Flinders
dipPFS
i2 Retirement & Financial Planning Ltd
T: 01142493 444
M: 07919 484 604
email
See Alan's biography
Andrew Rogers
Andrew Rogers
St. James's Place Wealth Management
T: 07960 572287
W: andrewrogerswm.co.uk
emailLinkedIn
See Andrew's biography
Davy Hudson
Davy Hudson
St. James's Place Wealth Management
T: 0115 877 0211
M: 07585 529 053
W: hudsonwealthmanagement.co.uk
emailLinkedIn
See Davy's biography

Estate Planning:

Janina Wyzykiewicz
Janina Wyzykiewicz
M: 07713 413 327
emailemail
See Janina's biography
Lauren Smith
Lauren Smith
T: 0114 399 0096
M: 07780 497116
W: taylorbracewell.co.uk
emailemail
See Lauren's biography
Rachael Sykes
Rachael Brook
Ramsdens Solicitors LLP
T: 014840 848 987
M: 079210 474 682
emailemailemail
See Rachael's biography
Jayne Jackson
Jayne Jackson
Oxley & Coward Solicitors LLP
T: 01709 510999
email
See Jayne's biography

Career Planning Experts:

Meg Burton
Meg Burton
Cube Learning & Development Ltd
M: 07765 894 040
W: www.cube-ld.co.uk
emailemailemailemail
See Meg's biography
Chris Burton
Chris Burton
Cube Learning & Development Ltd
M: 07879 602 002
W: www.cube-ld.co.uk
emailemailemailemail
See Chris's biography

Recruitment:

Amy Stephenson
Amy Stephenson
Human
T: 01709 717212
M: 01143 990085
W: recruithuman.co.uk
emailemailemail
See Amy's biography
Anne Lockwood
Anne Lockwood
First Choice Recruitment
T: 01924 201155
W: firstchoice-uk.com
emailLinkedIn
See Anne's biography

Wellbeing:

Danielle Barbereau
Danielle Barbereau
T: 07791 548 782
W: danielleb.co.uk
emailemailemail
See Danielle's biography
Tracy Woods
Tracy Woods
MHFST, MICHT
T: 07986 855 991
emailemailemail
See Tracy's biography

State Benefits:

David Miller
David Miller MA
T: 01142 392 699
M: 07986 551 060
emailemail
See David's biography
Tracy Woods
Liz Thompson
Yorkshire Money Ltd
T: 07886 180425
W: yorkshiremoney.co.uk
emailemail
See Liz's biography

HR Lawyer:

Vivien Earp
Vivien Earp
T: 0114 209 4208
W: clicksolicitors.com
email
See Vivien's biography

Solicitors:

Vivien Earp
Lindsey Rawson
T: 0114 2496672
W: howellsllp.com
email
See Lindsey's biography

Outplacement Specialists:

Bev Ashby
Bev Ashby
M: 07841 385161
W: bevashbyassociates.com
emaillinkedInTwitter
See Bev's biography
Justine Mooney
Justine Mooney
HR professional
M: 07926 986566
emaillinkedInTwitter
See Justine's biography

Retirees in Practice:

Dave Pickersgill
Dave Pickersgill
Retiree in Practice
emailemail
See Dave's biography

U3A:

Liz Wilson
Liz Wilson
U3A East Midlands
T : 01623 640 835
M : 07837 710 386
email
See Liz's biography
John Evans
John Evans
U3A Sheffield
email
See John's biography

Self Employment:

Jane Walton
Jane Walton
T: 01924 823 421
M: 07791 021 992
emailemailemail
See Jane's biography

Pensionwise:

Jenny Wright
Jenny Wright
T: 0114 2536706
W: pensionwise.gov.uk
emaillinkedIn
See Jenny's biography
Phil Daniels
Phil Daniels
T: 0114 2536706
W: pensionwise.gov.uk
emaillinkedIn
See Phil's biography

Volunteering:

Mark Smith
Mark Smith
T: 07977 422341
W: makeyourmarkuk.co.uk
emailemail
See Mark's biography
Natasha Mellors
Natasha Mellors
Bassetlaw Community & Voluntary Service
T: 01909 476118 ext 23
emailTWITTER
See Natasha's biography

Personal Training:

Ian Shore
Ian Shore
T: 07715 410497
emailemailemail
See Ian's biography

TESTIMONIALS

“Doncaster Council has been working with PREP for over nine years. PREP generally deliver a one day combined Pre-Redundancy and Pre-Retirement event for Council staff. Schools teaching staff are also welcome to attend these events too and PREP are happy to amend the content / format of events to suit our particular needs.

They also work closely with the Local Government Pension team to ensure the best information is included in the content of the events they deliver.

The events receive positive feedback from those who attend. The organisers (Lorraine and Jane) are professional and provide well co-ordinated sessions with very relevant speakers who are also well received by attendees.

PREP are happy to work with neighbouring Councils that maybe providing similar sessions to help promote events which is especially useful for people who want to attend a session at a time that suits them.

We are happy to continue using PREP and hope this information is useful to you.”

Julie Murphy
Senior OD Officer (Organisational Development - HR & Communications)

“Nottinghamshire Healthcare NHS Trust has been working with PREP for seven years. PREP delivers Pre-Retirement programmes for Trust staff and over the last two years they have delivered 22 courses with 344 staff attending.

The courses are popular, receiving excellent feedback from staff who have participated on the programme.
Lorraine and Jane are professional, organised and co-ordinate the events to a high level. The speakers who contribute to the courses are also very well received by staff attending.

Staff who are thinking about or who have decided on retiring find the course to be informative, a learning experience and fun!

I recommend PREP to you.”

Denise Harrison
Head of Learning & Development (Local Services)

“I’m just e mailing to say how much I enjoyed the pre-retirement seminar this week. It’s given me lots of food for thought and lots of useful information.

I am recommending this seminar to my colleagues who are nearing that certain age.”

NUH Delegate

“West Yorkshire Police has been working with PREP for nearly two years. PREP delivers Pre-Retirement programmes for Police Officers and Police Staff, and over this period they have delivered a number of courses where all of the feedback received has very much been from a positive perspective. Delegates have found the seminars to be informative, relevant and fun, encouraging people to find it a less daunting experience of what is a substantial change in lifestyle.

Lorraine and Jane are professional, organised and co-ordinate the events to a high standard. The speakers who contribute to the courses are also very well received by attending delegates.

I happily recommend PREP to you.”

Simone Cleeve
Equality & Diversity
Leadership & Professional Development
West Yorkshire Police

“Lorraine Howie, from Pre Retirement Consultant Services Ltd, has been delivering a 2 day Pre-Retirement course twice a year at The Sheffield College since 2004.

This course has always been fully attended by staff and the evaluations positive. It is delivered by professional consultants who have a wealth of knowledge of their specialist subject area. The training is informative, engaging and very useful to staff.

Staff have requested places more than once, sometimes a few years before retirement and then again just before retiring.

I can fully recommend this training provider as being professional and discerning in their field.”

Staff Development, Hillsborough Barracks

“I have worked with Lorraine and PREP for a long time – almost 20 years, I believe.

The services they provide are absolutely first class. Both Lorraine and Jane pay great attention to detail to ensure that each and every attendee on their programmes has an interesting and worthwhile learning experience. They are flexible in their approach so that they meet any organisational requirements and the result is an excellent programme.

I always believe that staff will get up-to-date and accurate information from any of the speakers that contribute to the programme and I would recommend Pre Retirement Consultant Services Ltd unreservedly.”

Janet Wilson,
Learning and Development Facilitator, Sheffield Teaching Hospitals NHS Trust.

FEES/BOOKING

FEES 2018 AND BOOKING

In-House Seminars - Prices are negotiable upon application. Not registered for VAT. Our cancellation policy for these seminars  is available upon request.

Preparation For retirement 2 - Day Open Seminars - £300 per delegate. This fee includes all Materials, Refreshments & Lunches for the duration of the event. The charge for a partner / spouse wishing to attend will be £150.00.

Please note : Open Seminars As our arrangements have to be confirmed with the venue 3 weeks prior to the course commencement, we need to receive details of any cancellations or non-attendance no later than 10 working days before the Seminar begins. We regret that any cancellations received after this period will incur a charge of £150 to cover the costs that we are expected to pay, irrespective of cancellation/non-attendance.

Please inform us as early as possible of your requirements for these seminars.

All bookings should be confirmed in writing, by e-mail or fax.

Fees and Bookings

CONTACT

Lorraine Howie or Jane Blythe
Pre-Retirement Consultant Services Limited
Unit 5
Shepcote Office Village
Shepcote Lane
Sheffield
S9 1TG


Telephone: 0114 2490910
E-Mail: info@prepinfo.co.uk
Twitter: @Lorraine4prep

PRIVACY POLICY

At PREP we are committed to safeguarding and preserving the privacy of our visitors. This Website Privacy Policy has been provided by the legal resource diylegals.co.uk and reviewed and approved by their solicitors.

This Privacy Policy explains what happens to any personal data that you provide to us, or that we collect from you whilst you visit our site.

We do update this Policy from time to time so please do review this Policy regularly.

Our website is GDPR compliant.

Information We Collect

In running and maintaining our website we may collect and process the following data about you:

i. Information about your use of our site including details of your visits such as pages viewed and the resources that you access. Such information includes traffic data, location data and other communication data.

ii. Information provided voluntarily by you. For example, when you register for information or make a purchase.

iii. Information that you provide when you communicate with us by any means.

Use of Cookies

Cookies provide information regarding the computer used by a visitor. We may use cookies where appropriate to gather information about your computer in order to assist us in improving our website.

We may gather information about your general internet use by using the cookie. Where used, these cookies are downloaded to your computer and stored on the computer’s hard drive. Such information will not identify you personally. It is statistical data. This statistical data does not identify any personal details whatsoever.

You can adjust the settings on your computer to decline any cookies if you wish. This can easily be done by activating the reject cookies setting on your computer.

Our advertisers may also use cookies, over which we have no control. Such cookies (if used) would be downloaded once you click on advertisements on our website.

Use of Your Information

We use the information that we collect from you to provide our services to you. In addition to this we may use the information for one or more of the following purposes:

i. To provide information to you that you request from us relating to our products or services.

ii. To provide information to you relating to other products that may be of interest to you. Such additional information will only be provided where you have consented to receive such information.

iii. To inform you of any changes to our website, services or goods and products.

If you have previously purchased goods or services from us we may provide to you details of similar goods or services, or other goods and services, that you may be interested in.

Where your consent has been provided in advance we may allow selected third parties to use your data to enable them to provide you with information regarding unrelated goods and services which we believe may interest you. Where such consent has been provided it can be withdrawn by you at any time.

Storing Your Personal Data

In operating our website it may become necessary to transfer data that we collect from you to locations outside of the European Union for processing and storing. By providing your personal data to us, you agree to this transfer, storing or processing. We do our upmost to ensure that all reasonable steps are taken to make sure that your data is treated stored securely.

Unfortunately the sending of information via the internet is not totally secure and on occasion such information can be intercepted. We cannot guarantee the security of data that you choose to send us electronically, sending such information is entirely at your own risk.

Contact forms and email links

Should you choose to contact us using the contact form or an email link, none of the data that you supply will be stored by this website or passed to or processed by any of the third party data processors defined in section 6.0. Instead the data will be collated into an email and sent to us over the Simple Mail Transfer Protocol (SMTP). Our SMTP servers are protected by TLS (sometimes known as SSL) meaning that the email content is encrypted using SHA-2, 256-bit cryptography before being sent across the internet. The email content is then decrypted by our local computers and devices.

Disclosing Your Information

We will not disclose your personal information to any other party other than in accordance with this Privacy Policy and in the circumstances detailed below:

i. In the event that we sell any or all of our business to the buyer.

ii. Where we are legally required by law to disclose your personal information.

iii. To further fraud protection and reduce the risk of fraud.

Third Party Links

On occasion we include links to third parties on this website. Where we provide a link it does not mean that we endorse or approve that site’s policy towards visitor privacy. You should review their privacy policy before sending them any personal data.

Access to Information

In accordance with the Data Protection Act 1998 you have the right to access any information that we hold relating to you. Please note that we reserve the right to charge a fee of £10 to cover costs incurred by us in providing you with the information.

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