Executive retirement. Design a professional transition strategy

A successful retirement transition is important for senior leaders, but also vital for organisations who need to maintain business continuity during a change of leadership.

Our executive retirement coaching team provides specialist support, including lifestyle & financial planning, plus identifying personal & professional opportunities.

A clear transition process is mapped out, establishing timelines for departure, communication strategy, handover of projects, plus the transition of business-critical knowledge.

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Executive Transition Programme

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Programme Overview

  • New horizons – Clients can design the personal & professional aspects  of a fulfilling new chapter in life.
  • Premium support – Provided by an executive coach and Independent Financial Adviser.
  • Flexible content – Lifestyle & financial transition, plus identifying future professional opportunities.
  • Business continuity – Executive transition strategy, plus the transfer of business critical knowledge & projects.

Lifestyle & Professional Transition

Supported by an executive coach – Clients can identify & secure their retirement of choice.

  • Executive transition strategy
  • Lifestyle planning
  • Professional & non-exec opportunities
  • Self-marketing & networking
  • Succession planning & handover
  • Knowledge & project transition
Find Out About Our Executive Retirement Services From Platform 50
Find Out About Platform 50 And Their Executive Retirement Plans

Executive Financial Strategy

An Independent Financial Adviser – Supports clients through the broad aspects of financial transition.

  • Financial objectives of retirement
  • Company ownership & shareholding
  • Pension & tax consultancy
  • Savings & investment strategy
  • Property & estate planning
  • Personal financial report

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