Coaching for Transition to Retirement

I see the transition to retirement as a continuation, not an end point. Retirement today is very different to what it was 20, 30, 50 years ago. There is no default or contractual retirement age, people live longer and retirement can take many forms.

Many people consult with a financial advisor to plan for retirement, however this tends to be limited to understanding and managing the financial aspects of retirement. This is of course important, but it isn’t the only aspect to consider when making the most of your time in later life.

I work with organisations and individuals to consider broader questions around the transition to retirement such as identity, purpose, social connectivity, wellbeing and goals. Typically, my clients will be starting to consider retirement in the next 2-5 years but this isn’t a hard and fast rule.

How it Helps You, Your Employees & Your Clients:

There are multiple benefits to both organisations and individual employees.

For Organisations:

Contributes to employee engagement
Positive contribution to value proposition and candidate attraction
Supports effective succession planning and progression
Supports retention of key skills
Facilitates visibility of retirement plans

For Individuals:

• Raises awareness of the wider considerations in approach to retirement • Creates a safe space to explore ideas and identify goals • Complements discussions with financial advisors and helps to provide perspective in relation to financial considerations • Supports a planned approach to retirement for parters/couples • Helps to prepare for retirement and avoid being taken by surprise by realities which haven’t been taken into account or planned for

For Advisors:

Provide a holistic service, with coaching to complement your advisory service
Set yourself apart from other advisors

Ways Our Clients Work with Mahler Marrow Consulting

There are no lengthy tie-ins for outsourced HR clients. I believe that my work speaks for itself. A client relationship should be based on mutual trust and respect, not forced and begrudging. There are primarily two ways clients can engage with me for outsourced HR services:

Team Workshop

Delivered on a modular basis, with the option to attend a workshop, in-house for employees or open workshops with a mix of other people at a similar stage.

The purpose of this workshop is to start identifying the areas of priority for you as you transition towards retirement.

Individual Coaching

Individual coaching can focus on priorities identified in a workshop or may be a stand-alone option. For couples planning their retirements, coaching can be with both partners together.

The aim is to facilitate planning around the broader aspects of retirement.

Transition to Retirement Case Study

I worked with a client who was coming to the end of a successful career spent with one employer. He hadn’t considered how the transition would affect his sense of identity and how loss of his busy calendar would impact his feeling of being needed by others.

We worked together to identify what a good retirement might look like and to create a project plan to move towards this, finding short-term ways to structure his days in a meaningful way.

Of his coaching experience he said “I wish I’d considered these aspects of retirement earlier on as I was completely taken by surprise when I stopped working. This experience has been really valuable and I highly recommend it.”

I am happy to talk through this service in more detail. If you are considering this for your organisation or you are an individual, please get in touch to arrange a 30 minute discovery call, with no obligation and in complete confidence.