Executive Retirement Programme
UK executives can transition from the boardroom into a rewarding new chapter in life.
1-2-1 retirement coaching is focused on your retirement goals, design your finances, pensions and lifestyle for retirement.
Design your executive retirement
If you are actively thinking about retirement, you may have some exciting ideas for the future.
However, for executives with a busy workload, planning a new life in retirement can be difficult.
Access professional support
Planning your executive retirement is a complex puzzle, with exciting opportunities to secure and significant risks to navigate.
With a busy schedule it can a challenge to design and launch your retirement plan.
Executive Retirement Coaching will allow you to design your retirement of choice, shaping a future that is rewarding and unique to you.
Target your retirement goals
- Professional transition from the boardroom
- Flow into a rewarding new lifestyle
- Structure your finances for the future
- Leverage your pension options
- Explore new opportunities in retirement
Executive Retirement Programme
The Executive Retirement Programme is a 1-2-1 retirement education programme, designed for UK executives who wish to prepare for retirement transition.
You will follow a custom learning pathway, focused on helping you identify then achieve your retirement goals.
When you enrol, you will partner with two retirement coaches, covering 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
- Future opportunities – professional and personal
- 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
Identify your financial priorities
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Your financial planning checklist is designed by a Chartered Financial Planner, tailored to your personal circumstances.
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Leverage your financial decision-making by prioritizing areas you need to focus on.
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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
