RETIREMENT SERVICES AND INSIGHTS
Driven by a globally aging population, there is an increased demand for employers to consider the needs of their employees aged 50+. The way employers approach retirement differs hugely between businesses; most offer no support, some offer retirement coaching, some provide comprehensive redeployment and others have holistic retirement programmes.
For roles where there is a very strong work identity the process of “retirement” is more likely to be experienced as a loss. These retirement services have been specifically developed to minimize the impact for those transitioning and identify a fulfilling post-work life.
RETIREMENT SERVICES
RETIREMENT WORKSHOP
The workshop will be tailored to the specific needs of your retirees. The workshop can be delivered either in person or online via zoom. The content will comprise research insights, exercises, facilitated discussion and self-reflection. The course and accompanying workbook includes topics like retirement models, transition strategies, hopes, fears and expectations, understanding the impact of personal situations on retirement transitions to include a review of support, housing, finance and health considerations plus deep self discovery including skills, strengths, motivators, and exploration of values, beliefs, spirituality and identity.
RETIREMENT COACHING
One-to-one coaching service to offer personalized support for individuals or couples. The topics covered are led by the needs of the individual. Typically this covers the content of the above workshop with emphasis on areas of importance to the coachee(s). This is typically offered to retirees who are experiencing an unplanned retirement perhaps due to bereavement, redundancy or ill health. An initial assessment will determine the number of coaching sessions with most coaching completed within 6-12 sessions overed over 6 months.
RETIREMENT COACHING WORKBOOK
A base self-reflection workbook is available which usually accompanies the workshop but can be adapted to be offered as a standalone workbook to meet the specifics of your retiring cohort.
RETIREMENT COACH - TRAINING - SEE COURSES TAB
RETIREMENT INSIGHT
For my Masters dissertation I produced the first academic study into retirement coaching in the UK. The research found clear differences in the practical and psychological requirements of employees before and after the retirement transition. I have since had the privilege of reviewing a world-class retirement programme with a large professional services firm. With the information gleaned from hundreds of surveys and interviews with alumni, I have gathered immense insight into how the retirement experience can be designed to improve the outcomes for both the company and the individual. I am committed to continue research into this important transition.
RETIREMENT AUDIT
Where a retirement programme already exists, this audit can be a useful tool to assess the programme’s effectiveness. Through access to materials and attendees, the programme can be assessed and evaluated. A report listing out the findings and making clear recommendations is produced which will focus on identifying the optimal support given the points raised.
RETIREMENT RESEARCH
Often used as a starting point with an organisation, retirement research can be helpful in identifying the specific areas of focus for a particular retiring cohort. Using a mixed methods approach provides an opportunity to understand in depth what is working and what can be improved. Using the resultant research insights, any course, coaching or workbook can then be tailored to meet the needs of this cohort.
GET IN CONTACT TO REQUEST A PROPOSAL OR DISCUSS ANY SERVICES: proficio@btinternet.com