1st Edition

Coaching for Retirement A Practical Guide

By Angela Mulvie Copyright 2024
    230 Pages 11 B/W Illustrations
    by Routledge

    230 Pages 11 B/W Illustrations
    by Routledge

    Retirement is a time of both challenge and opportunity, which can be a daunting prospect. This highly practical book, written for coaches and HR professionals who are supporting others through the process, shows what can be done to help people towards a successful change in their lives and circumstances as they move towards post-employment.

    Coaching for Retirement explores how to coach people towards sound planning for and management of retirement, from both an employer and employee perspective. The book considers how coaching has evolved to include retirement coaching as a growing specialism, and how retirement itself is changing because of a range of social, economic and political factors, both in the UK and globally. As a recent retiree herself, as well as an experienced coach, Angela Mulvie provides useful and interesting insights into the factors impacting how people plan and prepare for this next stage, answering key questions such as:

    • How can the pre-retirement needs of staff be determined?
    • How might retirement coaching support the decision-making processes involved?
    • What options might individuals consider, e.g. part-time work, volunteering, pursuit of a second/portfolio career, new learning opportunities, etc.?
    • What financial implications do people need to explore and how can these be prioritized?
    • How can emotional aspects of retirement – health, wellbeing and relationships – be supported?
    • What tools are available to support people in planning their retirement?

    As organizations are increasingly recognizing the importance of providing support to employees at all stages of their careers, this is an essential resource for coaches, HR professionals and all professionals involved in retirement planning.

    1. What is Retirement Coaching?  2. Planning Retirement in a Post-Covid Environment  3. Some Legal and Ethical Issues  4. Financial Options and Choices  5. New Career Opportunities Post Retirement  6. Health, Well-being and Relationship Management  7. Learning and Development Opportunities for Retirees  8. Some Tools for Retirement Coaching  9. Some Final Thoughts


    Angela Mulvie is an experienced HR Consultant and Executive Coach who has spent her career helping others with a variety of problems and issues including career transitioning into retirement. This is her fourth book for Routledge, and one which will resonate with professionals supporting both retirees and those about to begin a life post-employment.

    “This is a welcome and much needed practical guide, offering an insight into the range of strategies, tools, and context setting within the growing niche of retirement coaching. A go-to resource to support not only existing and aspiring retirement coaches, but also employers who want to help individuals better plan and navigate the challenges and opportunities that often impact later life transition.”

    Sarah Robinson, Certified Retirement Coach, Careers Consultant and Founder of Sarah Robinson Coaching

    “This is a great guide to engage in meaningful conversations surrounding financial well-being, strategy, and preparedness.  With so many conflicting opinions and strategies for saving and protecting, this guide aligns resources with practical questions and insights. This is a great tool for not only those just beginning to embrace their finances, but also those who have been engaged for a lifetime.  It will also be very helpful for those needing to consider the non-financial aspects of their retirement.”

    Jeremy L Wilmes, CFP®, CLU®, ChFC®, RICP®, CASL® Award Winning Financial Planning Executive, Coach, Trainer, and Producer