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Comprehensive support for your people approaching retirement

Helping your people approach all aspects of the retirement journey with more confidence and clarity

"Supporting employees nearing retirement benefits everyone"

We’re proud to offer a retirement support solution that sets us apart; not only one that supports the financial journey to retirement, but one that also coaches your people to navigate the complex emotions and worries related to this huge lifestyle change. Supporting both these aspects can give your people an even better chance of confidently planning for and achieving their dream life after work, with the knowledge that you were the employer that made it happen. 

Martin Parish
Head of Retirement

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Better retirement outcomes start with better support

Helping employees prepare for retirement isn’t just good for them - it’s good for your business too. When your people feel supported as they approach retirement, everyone benefits:

  • Improved financial wellbeing reduces stress and boosts productivity
  • Stronger employee loyalty from feeling valued and cared for
  • Smoother workforce planning as retirement transitions become more predictable

Claire Gibson DipFA Assoc CIPD MLIBF
Senior Employee Benefits Consultant

Retirement coaching: supporting life beyond work

Retirement isn’t just a financial milestone - it’s a major life transition. After years of structure, purpose, and identity tied to work, the shift can feel daunting. That’s where our retirement coaching makes a difference to help your people:

  • Redefine what life after work means to them
  • Explore flexible paths like part-time roles, volunteering, or portfolio careers
  • Build new routines and goals for a fulfilling next chapter
  • Navigate the emotional shift of leaving behind a professional identity

Jo Bristow
People Development Manager, Facilitator and Coach

Download your guide to delivering impactful ‘at retirement’ support

  • How an effective post-career transition strategy can help you increase productivity, enhance the commercial value of your workplace pension, and reduce costs
  • The importance of supporting the emotional journey to retirement as well as the financial one
  • Key considerations for your strategy that can help you deliver effective retirement support

Get the guide

We're here to support you with your strategy 

Using a careful blend of technology, people and education, our holistic retirement solution is designed to support paternalistic employers who understand the importance of investing in their people's futures; not only the complex financial decisions that are commonly associated with retirement, but the even more complex emotional difficulties that commonly aren’t.

Request a chat with one of our retirement support specialists

To discuss your needs and how we can help you deliver effective, engaging retirement support that helps your people approach their life after work with less worry and more confidence, get in touch with one of our specialists today.