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Retirement planning support

Clear, practical support to help you understand your retirement options and plan ahead

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Planning for retirement can feel like a big step. There may be decisions to make about pensions, income, timing and what you want later life to look like. We provide structured retirement planning support to help you understand your current position, consider your options and decide on the next steps that may be right for you.

Our role is to help you make sense of the choices available and plan with greater clarity. Any support we provide will depend on your circumstances and the services you choose.

The type of support available to you, including whether this includes guidance, regulated financial advice or both, will be explained clearly before you decide to proceed. Any fees or charges will also be explained in advance.

Preparing for retirement can feel complex

Whether you're looking to develop the next generation of leaders, equip your managers with the skills to get the best out of their teams, or build resilience and communication skills across your wider workforce, the need for specialist development has never been greater. Yet too many organisations either underinvest in their people or take a generic, one-size-fits-all approach that fails to deliver lasting change. Without targeted, outcome-driven development, skill gaps widen, engagement drops and your ability to navigate change is compromised. 

Your organisation, your people and your culture are unique, so your development should be no different. We take the time to understand your specific challenges and design tailored programmes that shift mindsets, change behaviours and deliver measurable outcomes. With the support of our highly experienced people development specialists, what may appear insurmountable can become a stepping stone to your organisation's success.

What our retirement planning support is designed to help you do

Understand your goals Retirement planning starts with understanding what you want later life to

Understand your goals

Retirement planning starts with understanding what you want later life to look like and the financial considerations that may support those plans.

Review your current position We help you look at your existing arrangements, including pensions,

Review your current position

We help you look at your existing arrangements, including pensions, savings and other relevant factors, so you have a clearer view of where you stand.

Consider your options We explain the options available to you in plain English, so you can

Consider your options

We explain the options available to you in plain English, so you can better understand the choices and issues involved.

Plan your next steps If you decide to move forward, we can help you agree practical next steps

Plan your next steps

If you decide to move forward, we can help you agree practical next steps based on your circumstances and the services you choose.

Review over time, where appropriate Retirement planning is not always a one-off exercise. Where

Review over time, where appropriate

Retirement planning is not always a one-off exercise. Where ongoing support is available and agreed, your plan can be reviewed as your circumstances change.

Why retirement planning is important

Without a clear plan, it can be difficult to know whether you are on track for the retirement you want, when you may be able to retire, or how your income needs might be met over time.

What income might you need in retirement?

What pension options may be available to you?

How long may your money need to last?

How could tax and changing circumstances affect your plans?

What practical steps should you consider next?

Some of the challenges people face include

  • Uncertainty about when they may be able to retire
  • Limited understanding of pension options
  • Difficulty planning for future income needs
  • A lack of time or confidence to deal with complex decisions
  • Uncertainty about how changing circumstances may affect plans

How support can help

The right support can help you:

  • Better understand your current position
  • Consider the options available to you
  • Put a structured plan in place, where appropriate
  • Review your plans as circumstances change
  • Feel better informed when making decisions about retirement

How we support your retirement planning

Our retirement planning support follows a structured process designed to help you understand your situation, explore your options and decide what to do next.

We take time to understand your circumstances, priorities and retirement goals. This may include:

  • Reviewing relevant financial information

  • Discussing your goals and retirement expectations

  • Identifying key issues that may affect your plans

We help you understand the options that may be relevant to your circumstances. This may include:

  • Looking at pension and retirement income considerations

  • Discussing factors such as timing, affordability and sustainability

  • Explaining any important limitations, assumptions or risks

If you choose to proceed, we will explain the services available and what happens next. This may include:

  • Setting out practical actions for you to consider

  • Explaining whether any recommendation or ongoing service is available

  • Explaining any fees, charges or further requirements before you commit

Where ongoing support is available and agreed, your arrangements can be reviewed over time to reflect changes in your circumstances, goals or the wider environment.

Planning for life after work

Retirement is not only about finances. It is also about how you want to spend your time, manage change and prepare for a different stage of life.

For many people, the move from work into retirement can bring both opportunities and uncertainty. Thinking early about the practical and personal side of retirement can be just as important as planning for income and expenses.

A balanced approach can help you prepare for both.

Important things to keep in mind

Retirement planning involves assumptions about future income, spending, tax and pension rules. These may change over time and can affect the plans you make. 

Any outcomes will depend on your personal circumstances, the options you choose and, where relevant, future economic or market conditions.

If your retirement planning involves investments, the value of investments can go down as well as up, and you may get back less than you put in.

Tax treatment depends on individual circumstances and may change in the future.

Fees and service information

To help you make an informed decision, we will explain the following before you decide whether to go ahead:

  • The type of service available to you
  • Whether the service includes guidance, regulated advice or both
  • Any fees or charges that may apply
  • What you can expect from us
  • Any important limitations, exclusions or conditions

Our approach

We focus on providing clear information, practical support and a structured planning process that helps you understand your options.

We aim to communicate in a straightforward way, explain any important considerations clearly and help you decide on the next steps that are appropriate for your circumstances.

We will always explain the nature of the service being offered, including whether regulated financial advice is available, before you choose to proceed.

Speak to an adviser

Talk to our retirement planning team

If you would like to understand more about your retirement options and the support available, complete the form and a member of the team will be in touch.

We will explain the type of support available, answer your initial questions and outline the next steps.

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NFP, an Aon company, is an organisation of consultative advisors and problem solvers helping companies and individuals address their most significant risk, workforce, financial planning and retirement challenges.

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Please note that the provision of this product or service does not require licensing, authorisation, or registration with the Central Bank and, as a result, it is not covered by the Central Bank requirements designed to protect consumers or by a statutory scheme.