Retirement Education Services

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In House Retirement Planning Courses and Seminars

Retirement - A Positive Approach


£9.95 (plus £3 postage and packing)

Talking Retirement - A5 Book


£9.95 (plus £2 postage and packing)

Retirement – A Positive Approach

This is a frequently updated 90-page A4 size book covering all aspects of retirement, compiled by Tony Wheeler, MD of Retirement Education Services Ltd.

It’s just £9.95 per copy plus £3 postage & packing in the UK. This book is a pleasure to read and can be used as a course giveaway for companies who run their own seminars. There is a discount structure for quantity purchases.


  • The background to Retirement, a Positive Approach
  • When Should I Retire?
  • Retirement Aspirations
  • Phasing Retirement
  • Adjusting to a New Lifestyle
  • Single People in Retirement
  • Travel and Holidays
  • Voluntary Work
  • Adult Education
  • Gardening in Retirement
  • Other Activities to Consider
  • The Pros and Cons of Moving House
  • Advice on Moving Abroad
  • Purpose-built Retirement Properties
  • Some Aspects of Home Security
  • Home and Garden Safety
  • Mortgages and Housing Considerations
  • Should I buy my Rented Property?
  • Nursing Home Care Aspects
  • The Importance Of Making A Will
  • Power Of Attorney
  • Guardianship of Grandchildren
  • What is Good Health?
  • Health Checks
  • Some useful Addresses
  • Importance of a Good Diet
  • Less Fat, Sugar & Salt
  • When to Eat, Vitamins and Alcohol
  • Starting Exercise at Retirement
  • Is There a Best Exercise?
  • The Importance of a Budget
  • General Money Management
  • Reducing Debt
  • Savings or Investments?
  • Investing for Income
  • Independent Financial Advisers
  • Taxation
  • How to Qualify for State Pension
  • Graduated, SERPS & S2P Pensions
  • Deferring State Pensions
  • Claiming Your State Pension
  • Unemployment & Ill Health Benefits
  • Other State Benefits
  • Company Pension Principles
  • AVCs, Personal & Stakeholder Pensions
  • Buying an Annuity & Lump Sums
  • Final Summary of Talking Retirement
  • Recommended Reading
  • Useful Addresses
  • Useful Internet Links


Talking Retirement (A5 Book)

This is the 100 page A5 book which is included in the Audio CD ‘Talking Retirement’ package. We offer it for seperate sale as some employers or libraries may lend out the CD pack which means the book has to be returned. You can purchase this to enable you to have a hard copy of the material you have studied, for yourself.


  • The Background to ‘Talking Retirement’
  • Adjusting to Retirement
  • Personal Relationships
  • ‘Single’ in Retirement
  • Opportunities for Learning
  • Gardening in Retirement
  • Travel and Holidays
  • Voluntary Work
  • Paid Work in Retirement
  • Summary on Filling Time
  • Where to Live
  • Types of Property
  • Moving Abroad
  • Mortgage Options
  • Raising Money on Your Home
  • Home Safety
  • Security Tips
  • Nursing Home Care – Rules
  • Will Selling the House Save the Assets?
  • Intestacy Rules & Importance of Wills
  • Guardianship & Power of Attorney
  • Main Residence Nil Rate Band
  • What is Good Health?
  • Reducing Cancer Risks
  • Stress, Sex & General Health Summary
  • Reducing Stress and Anxiety
  • Healthy Eating
  • Fitness and Exercise
  • The State Pension – How you Qualify
  • Women and State Pension
  • State Pension Statement
  • Deferring State Pensions
  • State Pensions – Going Abroad
  • Other State Benefits
  • Employer’s Pension Scheme Principles
  • Pension Simplification 2006 – Lifetime Allowance
  • Additional Voluntary Contributions
  • Personal Pensions
  • Stakeholder Pensions
  • Purchasing an Annuity – New Options
  • Pensions Commutation
  • Widow’s/Widower’s Pension
  • Where to Go for Advice on Pensions
  • Money Management In Retirement
  • Budget Planner (Outgoings)
  • Budget Planner (Income)
  • Considering Financial Planning Advice
  • Investing for Income and Growth
  • Tax and Tax Allowances
  • What to Look For in a Financial Advisor
  • How Should A Financial Adviser Operate And How Do They Charge?
  • Recommended Reading
  • Some useful Addresses


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