Sign up in June and SAVE 10%. Start to make sense of the midlife muddle. Discount applied automatically
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?
…decluttering, organising and making the most of my pensions
Made to measure, 3 hour Pensions Parties for anyone in their 20s, 30s, 40s and 50s who wants to make the most of their pensions, with an expert in the room, and good company
Pension Party | 3hr made to measure party | Create the perfect party for you, your friends, workmates or employees
If you’d like to chat it over, book a catch up
Sign up in June
and receive 10% OFF WhenI’m courses & parties
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.
What you are happy to share is totally up to you!
Do you have questions?
or
Want to plan a party?
Get in touch to find out more about our courses, parties or how we can help you.
Drop us a line below or call/WhatsApp 07778 196 464
Find your people
Same content, same stage - just the right group for you. Pick the one where you'll feel most at home. Most of our classes are mixed, so whatever your situation, there's always a mixed company group you can join.
Mixed company
A friendly mix of men, women and couples, all at the same stage. Great if you like a bit of variety in the room — and a lively discussion.
Just for women
Learn, laugh and get it sorted with other women navigating the same midlife muddle. No mansplaining. Just good company.
Just for men
Sort it out with other blokes in the same boat. No jargon, no judgement — just straight-talking classes with people who get it.
Just for couples
Get on the same page — together. Because you'll probably be spending retirement as a team, so you may as well plan it that way too.