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Planning for retirement

Planning for retirement seminar

Two annual "Planning for retirement" seminars are run as part of the Staff Learning Programme by the UCTRF.

These two one-day seminars are for all staff planning for retirement.  The first day seminar is geared towares those UCTRF members for whom retirement is imminent.  The second seminar is geared towards younger members. The seminar explores the various aspects to consider when planning for retirement. 

Seminar for Members Aged 55 and Older

  • Options on Retirement
  • Changes to the UCTRF structure
  • Tax Planning
  • How your Will, Interstate Succession and Nomination of Beneficiary Form intersect
  • Wills and Estate Planning
  • ICAS - Psychosocial talk 

Seminar for Members Under 55

  • Changes to the UCTRF structure
  • Tax Planning
  • How your Will, Interstate Succession and Nomination of Beneficiary Form intersect
  • Wills and Estate Planning
  • ICAS - Psychosocial talk

Page last updated: 9 March 2020