Why Plan


Psychologically the idea of retirement can take some getting used to. Yesterday you had a job that gave a defined role and the status that it brought with the position, today or shortly this will change. Nevertheless, you are the same person with the same talents that you had before; but you will not be using them in your future retirement in the same way as you do today. So the first thing to realise is that while our place in the world changes, there is a future full of opportunities.

People's experience of retirement varies enormously. The one thing that is certain is that people who plan for their retirement find the experience more fulfilling, less daunting and full of opportunities. This is what we seek to do - we ease the transition from work to the next stage of life which is your retirement.

People are living longer today. This is the first generation of retirees that on average may enjoy as many years in retirement as in an average working life. Others choose to retire early. Whichever one chooses, crossing the threshold into retirement needs to be a planned adventure.

The experience of change is an inevitable consequence of living. Our lives are constantly changing and the pace of change seems to accelerate more and more all the time. For any major change to be accepted a period of transition must be involved. People's experiences of retirement vary enormously but most people will be aware of the transition period and will realise that different responses will be needed in the new situation. This transition can be speeded up by an understanding of the areas in life that will change in retirement.

Happy and fruitful retirements are based on preparation of mind, attitudes and body - and the sooner preparation begins the better.

Research has shown, also, that those who plan for retirement live longer and are more content than those who do not.

Our experience over the last three decades of helping people to plan for the changes that retirement brings is such that we believe that a Planned  Retirement is a Happy Retirement