Pre-Retirement Planning Training prepares employees nearing the end of their careers for the financial, psychological, and practical realities of retirement, covering pensions, health, and options for a purposeful next chapter.
Retirement is a life transition, not just a payroll event, yet many employees approach it with a pension statement and little else. This course prepares staff nearing retirement for the financial, psychological, and practical dimensions of the change, covering pension and benefits planning, budgeting for reduced income, health and wellness considerations, and the identity shift that comes with leaving a long-held role.
Participants also explore options for a purposeful post-retirement life, including part-time work, consulting, entrepreneurship, and community involvement, along with basic estate and legal planning. The course is designed to leave participants with a concrete personal retirement plan, not just awareness of the issues.
Throughout the programme, participants work through realistic scenarios drawn from public sector institutions, private enterprises, development organizations, and regulated professional environments, examining how pre-retirement planning is applied in practice and where it most often breaks down. Delegates will develop practical skill in designing appropriate frameworks, selecting and applying the right tools for identity, purpose, and the next chapter, interpreting findings, and communicating conclusions clearly to colleagues, management and external stakeholders. Sessions move deliberately from principles to application, so that each technique introduced is practised against a realistic problem before the programme moves on — strengthening both individual effectiveness and the wider capability of the organizations delegates return to.
By the end of this course, participants will be able to:
By the end of the Pre-Retirement Planning Training, participants will leave with:
This training course adopts a practical, participant-centered learning approach that builds pre-retirement planning expertise, strengthens analytical capability and develops confident professional judgement. The methodology combines specialist facilitation, applied hands-on experience and globally recognized professional practice, so that delegates return able to apply what they have learned immediately rather than in theory only.
Methodology includes:
Day 1: Understanding Pensions and Retirement Benefits
Day 2: Building a Realistic Post-Retirement Budget
Day 3: Health, Wellness, and Independent Living
Day 4: Identity, Purpose, and the Next Chapter
Day 5: Legal Affairs, Succession, and Your Written Action Plan
Pre-Retirement Planning Training serves employees within a few years of leaving full-time work, along with the people who support them through that transition.
Participants finishing all five days receive a Certificate of Completion from Vision Reach Global Consultancy, confirming they have assessed their pension and benefit entitlements, addressed healthcare and psychological readiness, and produced a written pre-retirement action plan.
Certificates are issued in the delegate’s name on completion of the programme and are suitable for submission towards continuing professional development requirements. Vision Reach Global Consultancy verifies every certificate it issues on request.
Everything you need to know about this course before you register.
By the end of the Pre-Retirement Planning Training programme, you'll be able to assess personal pension and retirement benefits accurately, build a realistic post-retirement household budget, plan for healthcare and wellness needs in retirement, and prepare psychologically for the identity shift of leaving full-time work. The full breakdown of topics is covered session by session in the Course Outline tab above.
Pre-Retirement Planning Training serves employees within a few years of leaving full-time work, along with the people who support them through that transition. Typical delegates include Senior administrators and executive secretaries approaching retirement age, Long-serving office managers and departmental coordinators planning their exit, Pension and employee benefits administrators advising retiring staff, HR officers responsible for retirement and separation processes, Employee welfare and wellbeing officers running pre-retirement programmes, Public sector and civil service staff nearing statutory retirement, and Spouses or partners of retiring employees who share household financial decisions.
Pre-Retirement Planning Training typically runs as 5 Days. It's available as in-person classroom training — every course can also be delivered on-site for your team on dates that suit you.
Pre-Retirement Planning Training is scheduled in-classroom in Mombasa, Kenya, Naivasha, Kenya, Nairobi, Kenya, and Kisumu, Kenya, and 14 other locations, plus a live interactive virtual classroom you can join from anywhere. Check the schedule panel above for exact upcoming dates and fees in each location.
Pre-Retirement Planning Training runs on a rolling cohort basis, so a new intake is always coming up. Pick your preferred format and location in the schedule panel above, then click "Register for the Course" to reserve your seat — confirmation follows once payment or a signed purchase order is received.
Yes — delegates who meet the attendance requirement receive a CPD-accredited Certificate of Completion for Pre-Retirement Planning Training from Vision Reach Global Consultancy, issued in the name you register with, so double-check the spelling at checkout.
Pre-Retirement Planning Training is pitched at foundation to intermediate professionals. If you're unsure whether it's the right fit for your current role or background, message our training advisors before you register and they'll help you confirm.
Fees for Pre-Retirement Planning Training vary by delivery location and format and are shown in real time in the schedule panel above once you pick a date. Register 3 or more delegates on the same course together and a 5% team discount is applied automatically — larger cohorts can request a custom corporate quote.
Yes — Pre-Retirement Planning Training can be delivered on-site at your offices (or virtually for distributed teams), with case studies and examples tailored to your industry and the specific challenges your team is working through. Switch to the "In-House" tab in the schedule panel above to request a proposal.
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