Soft Skills Ltd

Pre Retirement And Pension Planning Program

Theme: Retirement – The New Phase Of Your Life
Course Duration: 2 Days

Program Overview:

Some people see retirement as a whole new world of opportunity; others approach it with a sense of concern. As your employees’ approach retirement, they need to think about:

  • How and when will they retire – what are their options?
  • How will they make use of their time – work and leisure?
  • Their financial requirements – supporting themselves for many years to come
  • Their health and wellbeing – enjoying a fulfilling lifestyle

Pre-retirement seminars are a cost-effective way of helping your employees plan for retirement. They support your organisation’s values and contribute to workforce morale by showing your concern for employees’ wellbeing.

Due to the global, political and economic changes, it has become necessary for many organizations in Kenya to undertake specific measures that would enable them to operate economically and profitably. Of all the on-going re-structuring Programmes, none presents as serious implementation difficulties as the retrenchment programme aimed at reducing staff to an economical number.

The staff members who retire after the normal retirement age also need to be assisted to make a smooth transition from an employed to self-employed status, and enabling them to fit into the “new” societies that they retire into. This requires the management of trauma, removing of fears and other mental blocks that hinder the transition. For this reason, we are pleased to respond to your request to design a program that could successfully address and mitigate any negative physiological, physical, social and economic factors that retirees could experience and provide insights on how best to cope with life after retirement.


Course Content:

  • Positive approach / Attitude change in retirement
  • Personal finance planning
  • Stress management and healthy lifestyle in retirement
  • Effective time and management
Course Content:
  • Your Assets
  • Your Liabilities
  • Your Cash Inflows
  • Your Cash Outflows
  • And most importantly… Your Financial goals and dreams
  • How does financial planning help retirement planning?
  • The importance of starting early in retirement planning
  • Diversity in retirement planning
  • Properly planning for financial retirement
  • Types of retirement plans
  • Managing the emotions of change
    – Exploring talents and interests
    – Working options – voluntary, part-time, none!
  • How much state pension will you get?
  • Property investment for retirement
  • Equity assets
  • Debt and bond investments
  • Protecting your assets
  • Monthly Income Scheme
  • Saving schemes
  • Deposit schemes
  • Planning where you will live
  • When should you retire?
  • Long term care options
  • Physical, emotional, social and mental well being
  • Health and lifestyle choices
  • Changes to family and personal relationships
  • Building new social networks
Training Methodology:
  • Mini lectures
  • Role plays
  • Brain storming
  • Question and answer sessions
  • Video presentations
  • Demonstrations by the trainer
  • Practical group activities
  • Individual planning activities Application of real-time, real-life case-studies