Pre-Retirement Solutions

Employees approaching retirement often benefit from support in making the transition from work to retirement. When individuals consider retirement they often do not always fully consider all the personal, financial and professional implications involved. Our programmes support employees by exploring all the financial and lifestyle considerations involved, helping them feel more confident about moving forward.

Find Out More
We would be delighted to forward you a tailored proposal and pricing to match your organisation’s needs and budget.

T: 0345 3409849 | D: 0113 205 2862

E: abigail@outplacementfirst.co.uk

Tailored For You

Programme content will be tailored to the individual and helps them explore both financial and lifestyle considerations in addition to exploring potential employment, educational and entrepreneurial opportunities. Individuals are supported every step of the way to help them make the right decisions for them and their family. This programme helps to increase awareness of new opportunities when entering retirement and helps to develop a positive and clear view of the future.

Tailored For You

Programme content will be tailored to the individual and helps them explore both financial and lifestyle considerations in addition to exploring potential employment, educational and entrepreneurial opportunities. Individuals are supported every step of the way to help them make the right decisions for them and their family. This programme helps to increase awareness of new opportunities when entering retirement and helps to develop a positive and clear view of the future.

Programme Content

Our pre-retirement programmes are divided into two parts – lifestyle and financial planning.

Lifestyle:

  • Understanding and accepting the changes taking place including discussion around the change curve.
  • Discussion around the opportunities retirement brings.
  • Family matters including changing
  • Home situation and relocation options.
  • Emotional wellbeing and health.
  • Assessment of lifestyle factors.
  • Creating an action plan.
  • Personal identity
  • Use of time.

 Financial:

  • Employment and entrepreneurial possibilities during retirement.
  • Financial planning considerations.
  • Pension considerations.
  • Tax considerations.
  • Making a will.
Additional input from an IFA
  • A free of charge additional consultation to discuss the financial situation in more depth can be made with our regulated financial advisers.
 Delivery Options

Pre-retirement services can be delivered in a group or 1:1, onsite or online.

Request A Quote
We would be delighted to forward you a tailored proposal and pricing to match your organisation’s needs and budget.

T: 0345 3409849 | D: 0113 205 2862

E: abigail@outplacementfirst.co.uk

Get in touch