Training on Retirement Planning & Income Strategies for Employees
Build retirement readiness through informed income planning and financial decision-making.
Next intake
20 Jul 2026 · Dakar
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Foundation
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
This course equips employees with practical knowledge and tools to plan effectively for retirement and manage post-retirement income sustainably. It focuses on building financial awareness, understanding retirement income sources, managing longevity and inflation risks, and making informed decisions that support financial security and quality of life after employment.
Duration
5 Days
Who Should Attend
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Employees at all career stages
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Pre-retirees and mid-career professionals
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HR and employee welfare officers
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Staff enrolled in pension or retirement savings schemes
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Union representatives and staff association leaders
What you'll walk away with
By the end of the course, participants will be able to:
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Understand retirement planning principles and income needs
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Identify and evaluate retirement income sources
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Apply strategies for sustainable post-retirement income
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Manage risks such as inflation, longevity, and healthcare costs
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Make informed decisions on pension withdrawals and savings
What we cover, module by module
Module 1: Retirement Planning Fundamentals
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Understanding the retirement planning lifecycle
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Setting retirement goals and expectations
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Estimating retirement income needs
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Common retirement planning mistakes
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Case Study: Retirement readiness assessment
Module 2: Pension Benefits & Retirement Savings Options
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Workplace pension schemes explained
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Contributions, growth, and compounding
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Additional savings and voluntary contributions
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Understanding benefit statements
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Case Study: Comparing retirement savings scenarios
Module 3: Retirement Income Sources & Strategies
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Pension income, annuities, and drawdown options
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Lump sums and phased retirement
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Managing multiple income streams
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Inflation and longevity considerations
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Case Study: Designing a retirement income mix
Module 4: Post-Retirement Financial Management
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Budgeting and cash flow in retirement
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Managing healthcare and lifestyle costs
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Risk management and insurance considerations
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Avoiding common post-retirement pitfalls
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Practical Session: Developing a personal retirement income plan
Module 5: Retirement Transition & Action Planning
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Preparing emotionally and financially for retirement
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Aligning lifestyle choices with income realities
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Estate planning basics and beneficiary considerations
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Personal retirement action planning
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Practical Session: Creating a retirement readiness checklist
Where the change lands
Individual Impact
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Increased confidence in retirement planning decisions
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Better understanding of income options at retirement
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Reduced financial anxiety approaching retirement
Organizational Impact
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Improved employee wellbeing and engagement
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Smoother retirement transitions and succession planning
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Enhanced value of employee benefits programmes
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
DakarNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Johannesburg | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Dar es Salaam | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Nakuru | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Pretoria | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- DakarNext
20 Jul → 24 Jul·In-Person
Book this intake - Johannesburg
20 Jul → 24 Jul·In-Person
Book this intake - Dar es Salaam
20 Jul → 24 Jul·In-Person
Book this intake - Nakuru
20 Jul → 24 Jul·In-Person
Book this intake - Pretoria
27 Jul → 31 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Retirement Planning & Income Strategies for Employees in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.