The Learning Zone
Helping you along your retirement savings journey
As well as creating some free online courses, in partnership with the Open University, Legal & General also offers a selection of webinars throughout the year on a variety of topics, including understanding pensions, retirement planning, responsible investing and financial wellbeing.
Our members have given these webinars an average rating of 4.7 out of 5. To find out why they're so highly rated, simply click on the links below, which will take you to the BrightTalk registration page. You only have to set up your BrightTalk account once and you can amend your email preferences at any time.
If you can’t make it to one of the live webinars, some of the presentations are available to watch on demand afterwards. See below for more details.
Upcoming webinars and recordings
Understanding pensions
Key topics
Understanding pensions sessions will focus on:
- Pension basics, including how retirement saving works, tax incentives, investment options, risk & reward, responsible investing and income options at retirement.
- The tools and apps that Legal & General has developed to help members manage their retirement savings, and where to access further help and/or advice.
Retirement planning
Key topics
Retirement planning sessions will focus on:
- The different ways in which members can take their retirement savings and what this means for the way in which their savings are invested.
- The important things to think about as members get closer to retirement, and the tools and resources that can help them plan for their retirement.
Responsible investing and Financial wellbeing
Key topics
The generic ESG presentations will look at what we mean by responsible investing, the actions Legal & General is taking and what it means for members’ savings.
The generic financial wellbeing sessions will vary according to the latest on-trend developments that are likely to be of interest to scheme members.
Online courses
Created in partnership with The Open University and supported by the Department for Work and Pensions, we've created free, online courses open to everybody.
Retirement planning made easy
The Retirement Planning Made Easy focuses on pensions and retirement. The learning outcomes for this course are to enable individuals to:
- Estimate how much money they’ll need in retirement.
- Understand how pensions – including the state pension – work and how much income they will offer in retirement.
- Understand the different options for taking money from pension pots and the pros and cons of each choice.
- Understand the options available should pension income not be enough to match their plans and lifestyle in retirement.
- Understand how events such as divorce and bereavement can impact their retirement finances and learn how to deal with them.
Midlife MOT
Midlife MOT covers broader financial, physical and mental wellbeing considerations. The learning outcomes for this course are to enable individuals to:
- Review their finances, understand how to improve their current position and know what retirement income they’ll need.
- Look at their work life and create a plan for any changes they might want to make for the future.
- Assess their personal wellbeing and understand any issues that may need to be addressed.
These sessions are intended for educational purposes and are not financial advice, if you feel you need to speak to an independent financial adviser you can visit unbiased.co.uk.