Beyond pensions and financial planning

Retirement transition that protects people, knowledge and organisational value.

Plenaya helps employers prepare experienced employees for retirement as both a personal and organisational transition, creating earlier conversations about readiness, contribution, knowledge and legacy.

Evidence-informed. Employer-sponsored.
THE PLENAYA PRE-RETIREMENT TRANSITION JOURNEY6 connected stages

Guided through live, facilitator-led interaction and practical application.

Every stage turns insight into personal direction and workplace value.

The organisational gap

How prepared is your organisation beyond the pension?

Financial preparation matters. Retirement also changes identity, contribution, management conversations and the knowledge an organisation needs to retain.

The core employer partnership

A six-week journey. Value on both sides.

A live, facilitator-led journey for employees, combined with implementation support, aggregate insight and a post-programme review for HR and Reward.

For employees

Prepare for the person, not only the retirement date.

  • Build clarity around identity, purpose and life beyond role
  • Reconnect with later-career contribution
  • Create a private My Retirement Transition Blueprint
  • Define a Workplace Contribution and Knowledge Plan

For organisations

Create the conditions for earlier, better transition conversations.

  • Support later-career engagement and meaningful contribution
  • Identify knowledge, context and experience worth retaining
  • Receive aggregate insights without personal disclosure
  • Coordinate the partnership through one clear hub
What the employer receivesSix-week facilitator-led journeyEmployer implementation and participant communicationsAggregate insight and employer reviewPartnership Hub access
View the pre-retirement employer programme

A focused starting point

Begin with an employer pilot.

Test organisational fit with one cohort before considering a wider partnership.

Discuss a pilot

Our approach

The Plenaya Six-Stage Retirement Transition Journey

The Plenaya Six-Stage Retirement Transition Journey provides a structured, evidence-informed approach to the personal and organisational dimensions of retirement.

01

A principle across the journey

Structured

A coherent journey rather than a one-off retirement intervention.

Six connected stages. One coherent transition journey.

Personal reflections remain private. Employers receive aggregate insight and agreed organisational actions. The complete methodology, exercises and facilitation tools remain proprietary to Plenaya.

Discuss fit for your workforce A 30-minute exploratory conversation. No proposal or preparation required.

Manager capability

Equip managers to lead retirement transitions well.

Practical training helps managers begin earlier conversations, support later-career contribution, plan knowledge transfer and manage a well-recognised exit.

Available within an employer partnership, alongside a pilot or as a focused standalone session.

Discuss fit for your workforce Explore manager training

Plenaya Partnership Hub

Your partnership, progress and communication in one place.

A private employer space for cohort progress, communications, aggregate insight, actions and shared documents throughout the partnership.

ILLUSTRATIVE PARTNERSHIP VIEW

Autumn cohort overview

Updated
Registered18/20
Journey progress67%
Next session14 Oct
Aggregate journey progress

Cohort-level movement only. Personal responses remain private.

Other ways to work with Plenaya

Support for life after work and wider conversations.

Retirement digital support

A licensed 90-day digital journey for life after work.

Employers and partners can provide structured, self-directed support for identity, routine, purpose, relationships and future contribution during the first 90 days after employment. Delivered through the Plenaya platform, it is designed to scale without live facilitation.

Explore this service

Speaking & partner webinars

Practical conversations for employers and pension partners.

Commission Isabel for internal webinars, client events, panels or sessions on retirement transition, later-career value and managing change.

Explore this service
Isabel De La Fuente, Founder of PlenayaFounder & Retirement Transition Facilitator

Meet Isabel

HR experience grounded in how people and organisations navigate change.

I'm Isabel De La Fuente, founder of Plenaya, a Senior HR Advisor and internal HR consultant. My background includes Psychology, a Master's in Industrial and Organisational Psychology, CIPD Level 7, facilitating learning and upskilling line managers.

Plenaya is an independent business and is not endorsed by or affiliated with AtkinsRéalis.

Connect with Isabel

Start a conversation

Discuss your retirement transition strategy.

Tell us what your organisation is considering. We will use the first 30-minute conversation to understand your current provision, workforce priorities and potential fit.

Book a 30-minute employer conversationChoose a convenient time in Calendly. Your confirmation and Microsoft Teams details will be sent automatically.
isabel@plenaya.co.uk

LinkedIn: Plenaya | Isabel De La Fuente