Workshops

A pension workshop your team will genuinely enjoy

One session, 60 to 90 minutes, in person or virtual. No slides full of acronyms, no product pitch — just the things people actually need to know, explained the way you'd explain them to a friend.

01

Understanding your pension statement

What every line actually means, and the two or three numbers worth caring about.

  • How to read the annual statement without panicking
  • Projected income vs pot value — what each really tells you
  • Charges, and when they're worth paying attention to
02

DC vs DB, explained simply

The difference between a pot and a promise — and what each one means for your future income.

  • Pot versus promise, in one clear picture
  • What happens to each when you change jobs
  • Why transfers deserve careful, regulated advice
03

The State Pension

What it really pays, when it arrives, and how to check your National Insurance record.

  • What the full amount is worth in real terms
  • Checking your National Insurance record online
  • Filling gaps — and whether it's worth it
04

Contributions, matching and tax relief

Why an extra 1% often costs far less than people think, and how employer matching works.

  • How tax relief actually lands in your pot
  • Employer matching: the closest thing to free money
  • Salary sacrifice in plain English
05

Finding lost pensions

The average person has several jobs. Here's how to track down the pots left behind.

  • The government tracing service, step by step
  • What to gather before you start calling
  • Whether consolidating is right for you
06

Free tools and where to get help

Trusted, no-cost resources people can use the same evening the session ends.

  • MoneyHelper, Pension Wise and the government tools
  • How to spot a scam before it costs you
  • When to speak to a regulated adviser

How a session runs

Before

A short call to shape the content around your team and pension scheme.

On the day

45–60 minutes of plain-English teaching, no jargon left standing.

Q&A

Live questions, plus an anonymous option for anything sensitive.

After

A summary, a next-steps checklist and links to free, trusted tools.

Educational and guidance-based — not regulated financial advice.

FAQ

The questions HR leads ask first

Something not covered here? Ask directly — you'll get a straight answer.

Ready to put a date in the diary?

Tell us your team size and rough timing — you'll get formats, dates and a price back quickly.

Book a workshop