Executive Retirement Programme
Are you planning to retire from the boardroom?
Design your lifestyle and finances, explore your pension options, review your tax considerations and identify new personal and professional opportunities.
Is retirement on your horizon?
If you are a UK executive considering retirement, there are new opportunities to explore and danger zones to navigate.
With a busy schedule and corporate responsibilities, planning your retirement transition can be challenging.
This can result in your retirement date being delayed and personal plans put on hold.
Access professional support
Partner with executive coaches specialising in professional transition, life planning and financial education.
This means you can retire on time, achieving a smooth transition from the boardroom.
You will be able to structure your finances for the future and flow into a rewarding new lifestyle.
Achieve your retirement goals
- Transition from the boardroom
- Design a rewarding new lifestyle
- Structure your finances for the future
- Leverage your pension options
- Identify and secure new opportunities
Start planning your retirement
Executive Retirement Programme
The Executive Retirement Programme is a 1-2-1 retirement education programme, designed for UK executives who want to prepare for retirement transition.
You will follow a custom learning pathway, focused on helping you identify then achieve your retirement goals.
Retirement coaches will focus on personal, professional and financial transition.
Executive Retirement Coach
Focused on personal and professional transition
- 1-2-1 coaching sessions to shape your future
- Design a smooth transition from the workplace
- Create a purposeful and rewarding future
- New opportunities in retirement
- Delivered via Microsoft Teams
Chartered Financial Planner
Tailored financial education and guidance
- 1-2-1 coaching, focused on your financial goals
- Review of your executive pension options
- Savings, investments, tax and estate planning
- Delivered via Microsoft Teams
- Financial advice is not provided
Financial Planning Checklist
Target your financial priorities
The financial planning checklist is tailored to your personal circumstances.
Leverage your financial decision-making by prioritizing areas you need to focus on.
The financial planning checklist is not financial advice, and is for information and guidance purposes only.
Learning Materials
Supporting your retirement transition
- Lifestyle planning and personal relationships
- Pensions – your choices and tax considerations
- Savings, Investments and Property
- Estate Planning and Long-Term Care
- Starting your own business and new opportunities
Supporting a diverse range of employers
