PlenayaDiscuss fit

Pre-retirement programme for employees

A six-week retirement transition programme, tailored to your workforce.

Plenaya complements pension education and financial guidance with a structured, facilitator-led programme addressing the personal and organisational dimensions of retirement.

Why employers need support beyond the pension

Financial preparation is essential, but it does not address everything retirement changes for an employee or an organisation. Conversations may begin too late, managers may feel unprepared, and valuable knowledge can leave without a clear plan.

Already provide pension education or financial guidance?

Plenaya is designed to complement existing retirement benefits, pension education and financial workshops. It addresses what happens around that provision: the personal transition, manager capability, later-career contribution and knowledge continuity.

This gives employers a broader pre-retirement programme without duplicating regulated financial guidance or pension advice.

What the six-week partnership includes

  • Employer alignment and implementation briefing
  • Participant communications
  • A live, facilitator-led six-stage journey
  • A private personal retirement blueprint and workplace contribution and knowledge plan
  • Aggregate cohort insight through the Plenaya Partnership Hub
  • Post-programme employer review and agreed next steps

Designed for people and their teams

Employees build clearer personal direction for life beyond their role and consider how they want to contribute during later career.

The workplace strand helps teams identify knowledge priorities, practise applying experience and agree actions with owners and review points. Employers do not receive private participant reflections.

Tailored scope and delivery

We agree the examples, delivery format and workplace application around your workforce and priorities. A pilot can be scoped for one cohort. Planning is open now for delivery from March 2027; session arrangements and participant capacity are confirmed in the proposal.