We run practical, jargon free retirement workshops designed for businesses who want to help their people retire with confidence. These sessions are free to host, easy to run, and packed with value for your team.
Your staff have dedicated decades to your business. Now they need support to plan their next chapter, with clarity and confidence.
Why it matters
By offering a workshop, you demonstrate genuine care for employee wellbeing while helping staff make more informed decisions about their pensions, income and financial planning.
The sessions can ease anxieties around retirement and redundancy, encourage early and proactive financial planning, and help prepare your workforce for succession and organisational change.
Before Exit
How much you really need to retire
When and how to access workplace and personal pensions
What income options are available, and how to minimise tax
How the State Pension fits in
How to avoid running out of money
How to pass wealth on without unnecessary tax
How retirement affects lifestyle, identity and financial choices
Book a free call
Let's take control and plan a brighter future.
Book a free call for a no-obligation exploration of your current circumstances and the opportunities ahead.
At Strive, we charge a percentage-based fee, which is fully transparent and aligned with your outcomes. However, we don’t charge anything for the first two meetings. This includes your initial discovery meeting, full financial analysis, and a personalised proposal. All at no cost, and with no obligation to proceed.
You’ll only pay a fee if you decide to go ahead with our recommendations. Everything is clearly explained upfront, with no hidden charges.
Strive Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Strive Financial Planning Ltd is Registered in England and Wales, No: 16577051. Registered Address: Ingle Dene, Cragg Road, Hebden Bridge, HX7 5EN.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
