Helping Employees Navigate the Road to Retirement

Our June 2025 Future Planning Booklet which is provided when we are running UK based pre-retirement courses for employees.

Retirement is a profound life transition and more than just a financial milestone. At HWWA Consulting, we help employers support their people in preparing for this next chapter through our Future Planning Courses, day-long sessions designed to give employees the clarity, confidence, and practical tools they need as they approach retirement.

What Are Future Planning Courses?

Our Future Planning sessions are practical courses tailored for employees nearing retirement age. They’re structured, safe spaces where participants can explore the emotional, social, and lifestyle aspects of retirement and receive clear information to help their understanding of their pension options and what retirement might realistically look like. No financial advice is given to individuals. The aim is for attendees to leave better informed and to be more confident about where to seek help or further information if they need to.

Every attendee receives our printed Future Planning Booklet (a real one is shown in the image above), a valuable takeaway designed to support personal reflection and further planning beyond the session.

Course Highlights

Delivered by experienced professionals who have both retired themselves and previously worked in financial advisory roles, our sessions blend empathy with expertise. Here’s what the course includes:

  • Understanding the Transition: What life after work can look like, emotionally, socially and practically.
  • Pensions Explained: We break down pension options and terminology clearly providing clear, accurate information.
  • Lifestyle Planning: From moving in retirement, to how to stay connected and finding purpose post-work.

Why It Matters

Supporting employees as they near retirement isn’t just a kind gesture. It is about managing your business. It shows care, strengthens your culture and helps ensure smoother workforce transitions.

Whether you’re an HR leader or a business owner, these sessions are a meaningful way to invest in your experienced staff.

Key Benefits for Employers

  • Demonstrates your commitment to staff wellbeing.
  • Supports succession planning and smoother offboarding.
  • Helps employees feel confident and valued in their next life phase.

Ready to Learn More?

If you’d like to bring a Future Planning session to your workplace or want to understand how it fits into your broader employee benefits strategy, we’d love to chat.

Message Us directly at info@hwwaconsulting.co.uk to find out more.