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Support your people through the ultimate career transition

Joined-up retirement coaching alongside access to regulated financial planning for a dignified exit


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Designed for employers who want to manage succession planning and protect their brand while helping long-serving employees navigate the emotional and financial shift away from work.

An integrated approach to the emotional and financial journey of retirement

A successful retirement is about more than just the pension pot. NFP helps you support your people through the transition connecting lifestyle coaching with access to regulated financial advice provided by authorised financial planners.

This joined-up approach supports employees to develop a clearer sense of purpose and build a robust financial plan.

Transition coaching to help employees redefine their identity and find new purpose beyond their professional role.

The emotional shift

Regulated advice for secure planning for drawdown, tax efficiency, and sustainable retirement income.

The financial journey

Succession planning to create clearer timelines for internal talent gaps while preserving your reputation. 

The business future

Retirement is a high-stakes transition for your business and your people

For employees, retirement can trigger anxiety and a loss of identity. For employers, an unmanaged exit can lead to legacy drag, lost productivity, and stalled succession.

Key challenges addressed:

  • Legacy drag: Managing the impact of unmanaged exits on the business. 
  • Succession gaps: Improving visibility for internal talent management. 
  • Pre-retirement anxiety: Addressing identity loss and financial complexity for the individual. 
  • Brand protection: Ensuring a high-care exit strategy to protect your employer brand.

Flexible support for every stage of the retirement process

Retirement planning works best when employees have clear, practical guidance on the financial decisions ahead. NFP helps employers provide access to regulated retirement advice and financial planning support, helping people understand their options, plan income with confidence, and make informed decisions as they prepare for life after work.

Speak to an adviser

Talk to our retirement and benefits specialists 

Tell us about your succession goals or workforce demographics, and we will connect you with the right NFP retirement specialists. 

Complete the form and a retirement specialist or authorised financial adviser will be in touch.