Amber River True Bearing

Pre-Retirement training for your employees

Providing advice on Wills, Trusts, Legacy Planning and Power Of Attorney
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Pre-Retirement Training Courses and Workshops are provided by

Amber River True Bearing

With financial planners covering the North West of England

Meet the team

Assurance House, Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE

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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB

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HomeOfficesAmber River True Bearing › Pre-Retirement training for your employees

If you're an employer looking to boost the benefits package for your more experienced employees, Amber River True Bearing offers pre-retirement workshops throughout the North West.

Delivered at our expense, face to face, or via Microsoft Teams, these workshops offer a wealth of information to benefit and educate your employees who are within two years of retirement.

Each interactive, one-day course includes contributions from various expert speakers. We tailor the content to fit the culture and expectations of your business and we’ll cover a comprehensive range of relevant topics to answer any questions your employees may have. For instance:

  • How should you emotionally prepare for the transition to retirement?
  • How will the retirement process work and what are the options?
  • What pension benefits are available and how can these be optimised?
  • What is estate planning, and how can it be used to protect your assets?
  • How can you maintain a physically and mentally healthy lifestyle in retirement?

If you have employees who are looking to retire in the next two years, these workshops are a valuable resource to your business.

We combine Chartered Independent Financial Planning expertise with a local connection and personal touch, meaning we're ideally placed to help your employees make a successful transition into retirement.

To find out how you could benefit, please call Maria Dabipi on 07545 834030, or fill out our contact form and we’ll call you back.

Why work with us?

We’ll work closely with you to develop a retirement planning session that reflects your business culture and specific terms, while catering to the personal needs and priorities of all attendees.

Our pre-retirement coaching courses are coordinated and led by our Business Development Manager, Maria Dabipi, and each speaker is a specialist in their chosen field. They bring a wealth of experience and knowledge to the workshops, giving employees the information needed to face their next phase of life with confidence.

“Our aim is to satisfy the requirements of each employer and offer guidance and advice to their employees. Amber River True Bearing understands the need for information and advice at this crucial time in an employee’s life.”

Maria Dabipi, True Bearing

Maria Dabipi
You can have total trust in our team

We have worked hard over the years to achieve the gold standard in financial services: Chartered status. We are also members of ThreeSixty, who provide additional compliance and business support to our in-house compliance team.

What our clients say

We work with a wide variety of private and public sector employers, including universities, local authorities, car manufacturers, major chemical companies and the Police.

Small, but important print

Amber River True Bearing is a trading name of True Bearing Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No. 486512.

We adhere to the FCA’s principles of Treating Customers Fairly (TCF) Read more.

Registered in England. Registered Number 4806442. Registered Office: Assurance House Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

You can read the 2022 Remuneration Code Disclosure for our firm here.

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