Supporting people and organisations in planning and preparation for retirement

Navigate the transition to retirement with clarity, confidence, and purpose

Retirement is no longer a single moment in time. With flexible working patterns and more choice than ever about when and how people step back from work, many find themselves facing uncertainty:

  • When should I retire?

  • What will life look like afterwards?

  • How do I stay connected, purposeful, and fulfilled?

  • Will I still feel valued?

Without support, this uncertainty can lead to anxiety, confusion, or even delaying retirement longer than feels comfortable, or leaving too early due to a loss of confidence or belonging.

Our retirement ‘pathways’ help individuals and organisations understand this transition, reduce uncertainty, and create a future that feels meaningful and fulfilling.

Retirement Matters More Than Ever

Retirement is a major life transition, unlike any other. Unlike changing jobs or moving home, we have no lived experience of what retirement will be like until we get there, and for many, it lasts 20–30 years or more.

People often tell us:

  • “I don’t know who I am anymore.”

  • “I miss having purpose.”

  • “I feel disconnected now I’m not working.”

  • “I don’t know what to do with my time.”

These feelings are normal, and entirely manageable with the right support.

Effective retirement planning is not just financial. Understanding the emotional, psychological, and practical aspects of retirement builds confidence, reduces stress, and creates a strong foundation for a positive, fulfilling next chapter.

Retirement Pathways Approach

No two retirements look the same. Your needs, aspirations, and circumstances are unique, and your support should be too.

We offer a flexible, person-centred approach based on our eight keys to successful retirement, that helps you:

  • Understand the transition you are experiencing

  • Identify what matters most to you

  • Build confidence for the future

  • Develop a clear plan based on your values and aspirations

  • Explore your identity beyond work

  • Create purpose, structure, and meaningful connection

Our role is not to instruct or tell you what you “should” do. Instead, we guide you through reflection, clarity, and decision-making, helping you move forward with confidence.

The 8 Keys to Successful Retirement

Services

For more information on any of these services click here

One to One Support

Exploring Retirement

A single, focused session designed to help you understand where you are, and where you want to go.

Perfect for those preparing for retirement, reviewing existing plans, or wanting more fulfilment.

Navigating Retirement

A structured 6-session coaching programme covering the essential elements of wellbeing in retirement.

Ideal for those transitioning from a busy career or experiencing uncertainty about what comes next.

Mastering Retirement

A comprehensive 12–18 month programme for individuals and couples seeking ongoing support through the transition.

Designed for those deeply invested in their careers who want to shape a rewarding next phase of life.

Workshops

The 8 Keys to Unlock a Successful Retirement

A range of practical, evidence-based workshops exploring what contributes to wellbeing, fulfilment, and a positive retirement experience.

Each workshop leads to a personalised Action Plan covering each of the 8 Keys.

Retirement Readiness Review – a quick assessment of how ready you are for retirement Click Here

Discovery Sessions – free conversation to explore your concerns

Free Support Resources

Retirement Reflections – our monthly newsletter with useful articles. Sign up for Reflections Here

Retirement Conversations – informal, online group discussions. Book Here

Retirement is a major life transition, and it can raise questions for both employees and employers. For individuals, it marks a shift into a new stage of life that should be full of opportunity and purpose.

For businesses, it’s an important moment to support staff wellbeing, preserve knowledge, and ensure smooth workforce planning.

Wherever you, or your employees, are on the retirement journey, we can help create clarity, confidence, and a positive path forward.

A free discovery call [link to discovery call] is the perfect starting point. You can ask questions, check whether your current plans feel right, or simply understand how we can help.

Get in touch

If you want to talk to us about your retirement or maybe you would like some more information about what we do, you can use the boxes below drop us an email.

Discovery Conversation

A free discovery consultation is a chance to have a conversation with us. You might want to check whether your current plans seem ok, you might have some questions you want to ask or you might want to find out how we can help. Why not book a call? It is free so what is there to lose?

Book a call

“What sets their approach apart from other providers is the coaching-focused approach, which includes some ‘powerful challenging questions’ to help delegates to maintain momentum in thinking about their goals long after the session. For me, the ‘What’s stopping you?’ is still resonating.”