Retirement planning
Make space for what comes after work.
A change in working life can bring new possibilities and new questions. This sample page organizes those questions into a clear introduction.
WHAT WE CAN DISCUSS
Make the next chapter your own.
A change in working life can bring new possibilities and new questions. This sample page organizes those questions into a clear introduction.
- Timing and personal priorities
- The people involved in the decision
- Questions for the next stage of life
FROM QUESTION TO NEXT STEP
A clear beginning matters.
- 01
What would you like life to look like?
Start with the context, timing and questions that brought you here.
- 02
What timing are you considering?
Agree the relevant information, the people involved and each person’s responsibilities.
- 03
Who else should be part of the conversation?
Set out the proposed work and next steps before an engagement begins.
Before you begin.
What should I bring to the first conversation?+
A brief outline of your question, timing and circumstances. Sensitive documents can wait until an appropriate secure process has been agreed.
How is the scope agreed?+
Ask for a clear description of the work, fees, responsibilities and limitations before making a commitment.
THE NEXT CONVERSATION