Retirement

Summary: While retirement planning often focuses on financial security, individuals may overlook the emotional and psychological aspects of retirement. Employers may overlook the loss of knowledge that can happen when employees retire. These free resources can help.

For individuals

Retirement can lead to feelings of uncertainty, loss of purpose, or a shift in identity as individuals transition from a career-oriented life to a more leisure-oriented one. Planning for a mentally healthy retirement offers a series of questions to help proactively plan for the quality of life you desire in retirement.

For leaders

As employees approach retirement, leaders can strategically support the transition by asking a series of questions. This process not only honours career achievements, fostering pride and closure, but also captures valuable knowledge to inspire successors in similar roles within the organization.

Retirement articles and resources

The list that follows includes the resources linked to above as well as related information that may be more specific to your current situation:

This series of questions can help you pro-actively plan for the quality of life you desire in retirement. You’ll envision the relationships, purpose, recreation and well-being you want in your life.

Capture employee perspectives and knowledge to support a smooth transition to retirement. Help your employees retire with a sense of pride by identifying their accomplishments.

You may have spent a lot of time and effort saving and planning for your financial well-being in retirement. These resources help with preparing for other aspects that contribute to the quality of life for the retiree and the success of the organization after the retiree has left.