Training 'Towards your pension'

“On the Road to Retirement” Program

Retirement is much more than just stopping work. It’s the start of a new phase of life, full of possibilities and changes. For some, this is a period they’ve long looked forward to, while for others, it brings questions or uncertainties. How will I structure my days? What role will work, social connections, and health play? And what will my financial situation look like?


With the 'On the Road to Retirement' program, we support employees in making a smooth transition to this new phase. We don’t just focus on the practical and financial aspects of retirement; we also pay close attention to the mental, social, and personal changes that come with it. This allows employees to look forward to their retirement with confidence, energy, and joy.


Because every employee experiences the transition to retirement differently, we offer both group sessions and individual coaching. This ensures that every participant receives the support that best suits their personal situation and needs.


Process


The program can be offered in either a group setting or on an individual basis, depending on the preferences of the organization and the employee.


Group Sessions


During the group sessions, employees are guided through everything involved in the transition to retirement in an accessible and interactive way. There is plenty of opportunity to ask questions, share experiences, and gain practical insights.


The sessions are available as informational sessions or as comprehensive training and cover topics such as:




  • Finding purpose and meaning in life after work.
  • Social connections, health, and vitality.
  • Finances and taxes.
  • Creating a new daily routine.
  • Changes in roles, relationships, and routines.

 


Through a combination of information, real-life examples, and interaction, participants gain the tools they need to transition to retirement well-prepared and with enthusiasm.


Individual Guidance


In addition to the group sessions, employees can opt for individual guidance. During a one-on-one meeting, there is ample opportunity to reflect on their personal situation, wishes, and future plans.


Depending on their needs, the guidance may consist of:




  • Financial Fit Consultation – A personal consultation in which accessible questions about retirement are answered and employees gain insight into their options.
  • Financial Fit Plus – More comprehensive guidance that also covers topics such as early retirement, working longer, WIA, RVU, the Generation Pact, and other personal retirement issues.
  • Financial Analysis – A comprehensive financial analysis in which various scenarios are modeled. The employee receives a personalized explanation of the results, providing a clear picture of their financial options after retirement.

 


The individual consultations can take place on-site at the employer’s location, online, or at the employee’s home.


Conclusion and Benefits


Afterward, employees will have a better understanding of the options their pension plan offers. They will have a clearer picture of what the transition to this new life phase means for them personally and will be able to make informed decisions regarding both their personal and financial situations.


For employers, this initiative contributes to good employment practices and sustainable employability. Employees experience greater peace of mind, clarity, and confidence regarding their retirement, allowing them to conclude their careers on a positive note and begin a new phase of life with a sense of fulfillment.

Vragen?

Do you have a question?
Feel free to contact us!

0183 73 07 21
info@poortwachterdirect.nl

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