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.
Executive Transition Programme
- 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
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