Resources

Retirement transition resources

Retirement is not a purely financial event. As an important life transition, it can provoke mixed feelings of excitement and apprehension for many.

To guide you through the transition to retirement, you may find the below support avenues, reading material and professional services useful.

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Downloadable resources

Retiring Well booklet

Everyone understands the importance of financial planning for retirement, but money is only one part of the equation. Sorting out your finances will certainly help buffer you from some potential stress as you wind down or leave paid employment, but even the strongest financial plan can’t help you address some of the other stressors you may face as you retire. Being aware, being proactive and planning for potential challenges will go a long way towards retiring well.

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Retirement planning checklist

There are many things to think about before you retire. This checklist can help you consider the areas you should focus on during your transition to retirement..

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Retirement planning tool

The Retirement Planning Tool has been created to help you decide how to replace or maintain the important elements in your daily life.

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Finding support when you need it

As with any major life change it is very important to monitor yourself and others. If you feel you are having problems adjusting to all the changes associated with the transition to retirement, make sure you seek help.

Family and friends

Seek out support from family, friends, and colleagues whom you trust about the every-day challenges. Reach out to your support network, share your story, be honest about what you need (or don’t need) from them, and ask for help and assistance when you need it. Sometimes we are slow to ask for help, don’t be shy, think about how much you like to help others, and give your trusted friends and family a chance to help you in return. We are all in this together after all!

COVID-19 support

Council on the Ageing (COTA) Australia, National Seniors Australia, Older Persons Advocacy Network (OPAN) and Dementia Australia have banded together, supported by the Commonwealth Government, to create the National COVID Older Persons Information Line.

Older people and carers are encouraged to call 1800 171 866 to speak to friendly, specially trained staff from a senior’s advocacy organisation.

Click here for more information about managing anxiety and managing mental health for older Adults, from the Australian Psychological Society.

Reading list

Websites and books are a good place for information on retirement, well-being and mental health.

Some of our favourite books on retirement include:

  • Lori Bitter (2015). The grandparent economy: How baby boomers are bridging the generation gap.
  • Leslie Braksick (2017). Your next season: Advice for executives on transitioning from intense careers to fulfilling next seasons.
  • Jan Cullinane (2012). The single woman’s guide to retirement.
  • Michael Longhurst (2018). Enjoying Retirement: An Australian handbook of ideas, strategies and resources
  • Nancy Schlossberg (2017). Too young to be old: Love, learn, work and play as you age.
  • Nancy Schlossberg (2013). Retire smart retire happy: Finding your true path in life.
  • Nancy Schlossberg (2009). Revitalizing Retirement: Reshaping our identity, relationships and purpose.
  • Sara Yogev (2016). A couple’s guide to happy retirement and aging.

Find them on Amazon or look for them at your favourite retailer or local library.

Professional support is always available

Talking with your GP

Your GP is a great first stop to get a regular physical and mental health check-up and to seek information and assistance about wellbeing and mental health.

Talking with a psychologist

If you are experiencing distress or major changes in your mood, you may benefit from seeking professional help. Counselling or therapy helps when:

  • Talking to a family member or friend is not enough to solve the problem
  • The feelings or problems seem beyond our control
  • Nothing we have tried seems to be making a difference
  • The problem is interfering with our daily life
  • The problem is distressing to ourselves or others
  • We need someone confidential and impartial to help

Talking with a retirement coach

Retirement coaches are mentors and cheerleaders who can help you with planning for your retirement based on your individual needs and situation. There are many places to find a coach – for example, here.

How to find a psychologist:

  • Ask a friend who they would recommend
  • Ask your GP for a mental health care plan and a referral to a psychologist
  • Do an online search. The Australian Psychological Association has a ‘find a psychologist’ service to find a registered professional in your area.
  • For family or couples therapy try Relationships Australia

Therapy outcomes are better when there is a good fit between the client and psychologist. If you don’t feel a good connection, rapport, trust or ‘fit’ with the first psychologist you see ask to see a different one.

SuperFriend also offers a program called Retiring Well  for workplaces, designed to assist their pre-retirement employees in taking a planned approach to their wellbeing in retirement.

Retiring Well Presentation

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Retiring Well  Workshop

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Our workplace mental health & wellbeing solutions

Workplace Training

Build the mental health and wellbeing capability of your employees and people leaders with online and facilitated training, delivered virtually and on-premise.

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Strategic Support

We provide expert assistance to support your organisation with services including strategic review, policy design, enablement and implementation support.

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Presentations

Boost mental health and wellbeing awareness and reduce stigma with our short, engaging ‘lunch & learn’ style presentations covering a number of topics, for all employees.

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Not sure where to start? Our workplace mental health experts are here to help you.

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“We have seen a positive impact since staff undertook SuperFriend’s training. People have started to connect. There’s been a shift towards a psychologically safe workplace culture – people understand that health and wellbeing is something that we are serious about. That’s it OK to ask for help and the importance of looking out for others.”

— Lisa D’Andrea, HR Manager Hansen Yuncken

“Over 1000 of our members have attended the Retiring Well program. Previously, people didn’t give much consideration to the psychological aspects of retirement but this program gets people talking about it in their workplace and at home. It is really worthwhile. The feedback from members is always really positive: attendees talk about how interesting it was and that it’s great to see we’re not just looking at the financial side of retirement.”

— Josephine Casabene, Client Management Officer at Equip

“SuperFriend supported our specific training needs and objectives. They were really keen to understand our business, and were absolutely fantastic to work with – very supportive and engaging.”

— Lisa D’Andrea, HR Manager Hansen Yuncken