Course Summary
Retirement is a major life transition that can reshape your wellbeing, identity and daily routine. Taking time to prepare can make this next stage feel more positive, more manageable and far more fulfilling.
Our Planning for Retirement online training course provides you the space, structure and guidance to think about what retirement could look like for you and what you need in place to feel confident about the future.
Explore your personal vision for retirement and test whether your plans feel realistic, balanced and affordable. Understand how your lifestyle, priorities and financial expectations fit together, helping you make informed decisions that support both your wellbeing and your career and succession planning.
Learn about the psychological and emotional adjustments involved in retirement, what supports wellbeing in later life, and how your identity, relationships and daily routines may evolve.
This interactive course also covers the financial essentials and where to find reliable guidance, giving you a clear sense of what to consider and where to go next. Explore the key legal essentials of retirement, including the importance and benefits of Wills, Intestacy rules and Lasting Powers of Attorney.
For your organisation, this course ensures that employees approaching retirement feel supported, valued and equipped for the transition. It contributes to smoother workforce planning, positive engagement and a culture that recognises the importance of supporting employees at every stage of their career.
By the end of the training, you’ll have greater clarity about your next chapter and practical steps to help you move confidently into retirement.