Retirement Transition Coaching Program


This program supports the transition from work to retirement and is ideal for those approaching that life stage as well as those finding it hard to set a retirement date. It coaches individuals through the three phases of retirement—preparing for retirement, leaving work, and adjusting to retirement.

Retirement Transition Coaching Program


This program supports the transition from work to retirement and is ideal for those approaching that life stage as well as those finding it hard to set a retirement date. It coaches individuals through the three phases of retirement—preparing for retirement, leaving work, and adjusting to retirement.

The Retirement Transition Coaching Program is evidence-based and facilitated by leading workplace psychologists.

Consisting of five hours of individual coaching and with the option of one facilitated meeting between the employee and their manager, the program provides the tools and resources proven to maximise transition success.

In line with best practice, the engagement spans the three phases of retirement.

Phase 1: Preparing for retirement (2 hours)

Whether people are approaching their retirement date or finding it hard to set one, we know that planning is key to wellbeing. During the first meeting, the employee will be introduced to the principles for transition success and create a personalised Transition Action Plan. Practical strategies to enhance wellbeing in retirement are also discussed at this time and in a follow-up meeting.

Phase 2: Leaving work (1 hour)

Designed to be completed at least two weeks before leaving work, this session is designed to help an employee finish well and make an 'after retirement' plan. You’ll work together to finalise the Transition Action Plan and continue to reflect on your hopes, fears and challenges. At the same time, you’ll implement strategies for wellbeing and start to shift your thinking towards your new role as a happy and healthy retiree.

Phase 3: Adjusting to retirement (2 hours)

These sessions revolve around helping to create and sustain wellbeing in retirement. Unfolding in two phases, the first will take place a month after retirement and assess your initial transition, celebrate early wins and identify any unexpected issues. The second will take place three to six months after your retirement and will discuss your ongoing strategies for transition success.

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Ageing Workforce Ready Project


Managing an ageing workforce

People are living longer, healthier lives, which inevitably means that people want to—and need to—work for longer. Combined with labour shortages issues and the proven benefits of age diversity, it is a workplace necessity to proactively support the wellbeing and engagement of older workers.

While many businesses are starting to recognise the impacts and risks, few appear to have done anything strategic in response and many have no programs in place to address the risks and opportunities.

Upskill your managers

People’s managers play an important role in supporting people to identify their late career goals and navigate their transition to retirement. This series of training modules raises awareness amongst managers and contributes to an organisational culture that values age diversity.

The e-learning complements the facilitator-led core modules. The core modules are supplemented by on ‘online role plays’ that managers can access following the training. These roles plays allow managers to practice difficult conversations in private, and experience how different scenarios may playout.

E-learning

  • Introducing ageing workforce: Why it matters and considerations regarding capacity to work

Core Modules

  • Recruitment: Talent and age-diversity
  • Capacity to work: Compliance
  • Capacity to work: Conversations
  • Flexible working: Obligations and opportunities
  • Late-career: When retirement is a few years away
  • Mental health: Conversations with older workers
  • Retirement: Planning the transition

Elective Modules

  • Late-career and COVID-19: New perspectives for HR and senior leaders
  • Mental health: Conversations with older workers

WorkSafe Vic

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Retirement by design: Late career to retirement seminars

Prepare employees

Late career is the life-stage from around 50 years where people set goals and make decisions that influence their personal, social, economic and employment situation in preparation for retirement. It is an important stage of life as we make work-related choices that carry us through to a fulfilling retirement.

  • Retirement Reset: Taking stock of late-career and retirement through the ongoing lens of COVID-19.
  • Retiring Well: Assist people to take a planned approach to their wellbeing in retirement.
  • Late Career Navigation: Taking stock in mid-life to make pivotal decisions about late career and retirement.

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Maturity of Practice Index (MPI)

Transitioning Well’s MPI offers a unique mix of psychological, legal and business-focused perspectives to help build effective policies and procedures that support ageing and age-diverse workforces. During our expert review process we partner collaboratively with organisations to identify the most significant points of leverage so that they can invest in the most valuable areas from an ageing workforce ready perspective.

Through our approach employers gain insight into the four pillars of an ageing workforce (i.e. Roadmap, Recruitment, Retention and Retirement). Using this framework we bring together information from a review of internal policies and procedure documents, focus groups and interviews with key stakeholders, and tailored insights form the research literature. The resulting report will include recommendations that allow you to proactively support an ageing workforce.

The MPI process includes:

  • Desktop document review.
  • Interviews and focus groups.
  • Tailored report.
  • Presentation of findings to stakeholders.

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Thought leadership and resources

We have a variety of digital resources that further support retirement pathways and an ageing workforce—from late career to unretirement. Our 'white papers' explore topics in more depth. There are fact sheets and worksheets designed for HR, Senior Leaders, Managers and Employees which increase awareness and guide change. In addition, the manager ‘how to’ guides provide prompts on how to have important, and sometimes difficult conversations about late career and retirement.

These resources are freely available at www.awrproject.com.au/resources with three extended thought leadership papers:

The resources have been developed through funding from WorkSafe Victoria’s WorkWell Mental Health Improvement Fund.

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Find out more about how we can support your people through the retirement transition.