Executive retirement programme

This one and a half day programme is held at a luxury five star hotel in central London and is led by five expert speakers addressing both lifestyle and financial planning considerations to ensure a smooth and positive transition for this next phase of life. These residential events are aimed at corporate executives and professional services partners who are planning to retire from a full-time career within the next two to three years. 

With the opportunity to attend with your spouse/ partner, these events are held at St James's Hotel and Club in central London. They provide a rare opportunity to focus on the next chapter, examine the wide range of opportunities that exist and offer an environment to explore this with peers from a range of industry sectors. 

Specialist speakers include a positive psychology practitioner, a leading physiologist, a STEP lawyer, a senior financial planning adviser and a retirement consultant. As well as their individual sessions, you will also have the opportunity for one to one meetings with each speaker should you wish.

Accommodation, refreshments and full programme resources are included.

Current programme dates:
23 - 24 May 2018 and 2 - 3 October 2018

Psychology for change

• Planning for transition and change
• Impact on health, relationships and happiness
• Taking a proactive and positive approach

Managing health

• Optimising personal health
• Plans for the future
• Dealing with challenges and finding professional support
• Private Health Cover – to insure or not?

Wills and estate planning

Financial planning and investments

• Retirement decisions for optimum retirement income and future lifestyle
• Managing investments
• Achieving future goals 
• Tax planning 

Planning the rest of your life

• Making plans
• Resources available
• Adapting your plans over time

To make an enquiry, please contact us using the enquiry form on the right of this page.