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What's WhenI'm all about?
Make lasting connections with real people like you
Friendly classes with people at the same stage as you, to make lasting connections.
Helping you make sense of the midlife muddle
WhenI’m classes guide you through the midlife muddle, helping you make sense of your pensions, dedicate time to your retirement planning.
No jargon. No judgment. Just real help
Our courses give you practical help and access to financial experts in a friendly, supportive environment. No jargon.
Expert guidance to understand your financial situation
We're not financial advisers and we won't sell you products. We help you to understand your own financial situation and options for yourself. We have comprehensive industry knowledge, combined with empathy for your situation.
Make lasting connections with real people like you
We understand how daunting it can feel to organise your pensions and retirement, so we specialise in helping those who feel overwhelmed, or are lacking the time or financial confidence to get started.
Helping you make sense of the midlife muddle
WhenI’m classes guide you through the midlife muddle, helping you make sense of your pensions, dedicate time to your retirement planning.
Make lasting connections with real people like you
Friendly classes with people at the same stage as you, to make lasting connections.
No jargon. No judgment. Just real help
Our courses give you practical help and access to financial experts in a friendly, supportive environment. No jargon.
Expert guidance to understand your financial situation
We're not financial advisers and we won't sell you products. We help you to understand your own financial situation and options for yourself, regardless of how complicated life gets.
Helping you make the time, gain confidence and get started
We understand how daunting it can feel to organise your pensions and retirement, so we specialise in helping those who feel overwhelmed, or are lacking the time or financial confidence to get started.
We make it straightforward, sociable and dare we say it - even enjoyable!
Come ready to learn, laugh and leave with a plan.
People learn better together, with real help from real people who’ve been there too.
Which course is right for you?
...sorting out my pensions and retirement planning
If you’re in your 40s or 50s and need to sort out your pensions and retirement planning, this course is for you.
...sorting out my pensions and retirement planning
If you’re in your 40s or 50s and need to sort out your pensions and retirement planning, this course is for you.
…looking to live off my pensions and start enjoying retirement
If you’re starting to think about reducing your hours or finishing work and need to know how to turn your retirement savings into an income that will last, this course is for you.
…looking to live off my pensions and start enjoying retirement
If you’re starting to think about reducing your hours or finishing work and need to know how to turn your retirement savings into an income that will last, this course is for you.
If you’d like to chat it over, book a catch up
Sign up in February
and receive 20% OFF WhenI’m courses
Who are the courses for?
For individuals
Perfect if you're single or prefer learning independently.
Focus on your goals while connecting with others in a similar situation.
We have classes just for women, just for men or mixed groups, so you can pick what makes you comfortable.
For couples
You may be saving for retirement individually but will usually enjoy it together. It’s important to be on the same page and share the decisions and planning.
Prepare together, whilst meeting other couples in a similar situation.
There's a course for everyone!
Join us for classes in Haywards Heath & Mid Sussex area
Get on the same page
You might prefer to book a couple's class
Whether it’s your partner, or your wider family, we all need to be on the same page when it comes to sorting out our financial futures. We tend to save for retirement individually through work, but our income and expenses in retirement are shared between partners.
What do you actually get from WhenI'm courses?
6 x 2hr in-person practical classes over 6 weeks – to make things happen.
Time and headspace to build your confidence and get things sorted. What you share is totally your call.
Support and education from experts – with catch-ups to keep you on track.
Group classes for individuals & couples – understand and plan together, and meet new people in the your situation.
Build friendships on your doorstep, that stick around.
Classes are held in relaxed local venues like cafes and bars.
Get your ducks in a row
Our ethos
Invest in your future
Most people will cover the cost of the WhenI’m course by recovering lost pensions, reducing charges, understanding tax or getting their investments in better shape.
Get on the same page
Whether it’s your partner, or your wider family, we all need to be on the same page when it comes to sorting out our financial futures. We tend to save for retirement individually through work, but our income and expenses in retirement are shared between partners.
All in it together
Support each other and have some fun along the way. Take the pain out of the admin by tackling it together.
Real people
Face-to-face connection with a friendly local group going through the same life stage. No hiding behind screens. Because life's too short to do it all on your own.
Real help
Practical support you can use right now. Not vague advice or links to out-of-date websites. We give you real help to get things sorted.
No judgement
If tackling your pensions and financial planning has been on your to do list for too long, you’re not alone. Together we can make the most of what we’ve got and plan for what's ahead.
No jargon
No complicated language or sales — just practical, understandable financial education, in plain English.
Isn't this all a bit personal?
No need to worry. Just as in antenatal classes you don't have to tell your classmates your medical details, there's no need to disclose the details or amounts of your own finances in the classes.
The rules around pensions are the same whether you have £10,000 or £1 million, so we can have practical, in-depth discussions using hypothetical examples without anyone needing to share their personal financial situation.