PlenayaDiscuss fit

Pre-retirement programme for employees

A six-week employer programme for the transition beyond financial planning.

Plenaya complements pension education and financial guidance with a structured, facilitator-led programme addressing the personal and organisational dimensions of retirement.

Why employers need support beyond the pension

Financial preparation is essential, but it does not address everything retirement changes for an employee or an organisation. Conversations may begin too late, managers may feel unprepared, and valuable knowledge can leave without a clear plan.

Already provide pension education or financial guidance?

Plenaya is designed to complement existing retirement benefits, pension education and financial workshops. It addresses what happens around that provision: the personal transition, manager capability, later-career contribution and knowledge continuity.

This gives employers a broader pre-retirement programme without duplicating regulated financial guidance or pension advice.

What the six-week partnership includes

  • Employer alignment and implementation briefing
  • Participant communications
  • A live, facilitator-led six-stage journey
  • Confidential participant reflection and practical workplace application
  • Aggregate cohort insight through the Plenaya Partnership Hub
  • Post-programme employer review and agreed next steps

Outcomes for employees and organisations

Employees build clearer personal direction for life beyond their role and consider how they want to contribute during later career.

Employers gain better retirement conversations, stronger knowledge continuity and clearer organisational actions without access to private participant reflections.

Start with an employer pilot

A pilot gives one cohort the complete journey and allows HR, Reward or Benefits to assess organisational fit before considering a wider partnership.