Transition to retirement

Help your team transition to retirement with confidence

Here are a range of resources designed to support your staff with transitioning to retirement with confidence, backed by our expert team!

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Resources, Articles, Podcast, Tipsheets...

Here are all the various resources we offer, from tipsheets and posters to podcasts and videos. We want to set you up for success, so please download or take a look at what we have to offer and share them with your employees!

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Core EAP Materials

Download for individual EAP stream flyers and EAP wheel poster.

Additional Resources Pack

Download for your 2024 Wellbeing Calendar, EAP App Flyer, Specialist Helplines, EAP Portal Poster.

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Launch Material

Download for internal comms such as Email Signature, EAP Wheel Email Signature, Bespoke EAP Wheel Email Signature, and the new EAP Provider Poster. 

  Workplace resource

Download and share our transition to retirement poster

Make our expert support for Career and Financial Coaching more visible with our transition to retirement posters. Each poster is designed to drive awareness and let your staff know support is there when they begin planning the end of their career.

Download posters
Easy to display across offices, noticeboards and shared spaces
Ideal for internal comms, onboarding packs and team reminders
A simple way to keep support visible, accessible and top of mind
  Resource toolkit

Download our retirement planning tipsheets

Access practical resources designed to help employees and leaders better understand retirement planning, build financial confidence, and navigate retirement conversations with greater clarity and support.

Build greater confidence and understanding around retirement planning and financial wellbeing
Support employees approaching retirement with practical guidance and meaningful conversations
Great for leaders, managers, HR teams and employees preparing for future life transitions
Easy to download, share and use as part of everyday wellbeing and retirement planning conversations
Download tipsheets
  Articles & insights

Explore articles that support retirement planning

From financial wellbeing guidance to practical retirement planning perspectives, these articles help unpack money management, long-term planning and support pathways in ways that feel relevant, approachable and easy to share across teams.

Financial coaching

Do you need financial coaching?

A practical read on how financial coaching can help people build confidence with money, recognise when support may be useful and take clearer steps toward stronger financial wellbeing.

Read article
Financial wellbeing

How can financial stress affect your health?

Explore how money pressure can influence everyday wellbeing, from emotional strain to workplace focus, and why early support can make financial challenges easier to manage.

Read article
Financial wellbeing

How to improve your financial wellbeing

Discover simple ways to strengthen financial wellbeing, reduce everyday money stress and build healthier habits that support greater confidence and long-term stability.

Read article
  Converge App & Employee wellebing portal

Access Career & Financial Coaching Support

The Converge App and Wellbeing Portal makes it easier for your people to explore practical retirement planning resources, discover financial wellbeing insights and connect with expert support in a way that feels simple, accessible and confidential.

Employees can access career and financial coaching support online via Live Chat and in-app booking. If this service is not currently available, you can opt in to unlock additional expert support for your people.

App insight

Practical ways to support staff transitioning to retirement

Surface practical guidance employees can explore on the go, helping them build financial confidence, navigate retirement planning and make more informed decisions for the future. 

Sessions to book

Booking Financial Coaching and Career Coaching is simple in the App and Portal

Infrom your staff that practical wellbeing support is only a tap or click away! Now is the time to drive financial confidence, retirement planning and future career transitions, helping employees make informed decisions at every stage of life.