Three Ways to
Work with Solvenna
A group workshop, a one-to-one support programme, and an employer briefing package. Each is described in full below so you can choose what fits your situation.
Return to HomeHow All Our Programmes Are Structured
Each Solvenna programme follows a consistent underlying approach: begin with what documents typically exist in a given category, establish where those documents come from and how to request them, then build a filing structure the participant owns and can maintain. That sequence does not change, whether the setting is a group workshop or an employer's training room.
What does change is the depth, the format, and the audience. The descriptions below set out each programme clearly so you can make an informed choice. If you are unsure which fits your situation, a short call with our team is the quickest way to work that out.
Our Shared Standards
- Content is general education only — no regulated advice at any level
- All printed materials use large type and plain language
- Delivery in English or Bahasa Malaysia
- Questions outside scope are referred to public agencies or qualified professionals
- Pricing fixed and stated in advance
Retirement Records Organisation Workshop
Half-day • In person or online • RM 520 per participant
A structured half-day group session on how to gather, sort, and store the paperwork a person accumulates over a working life. Participants explore employment records, contribution statements, identification documents, beneficiary nomination forms, and correspondence. The session is general and educational in character — it explains what documents commonly exist and where they are typically issued from.
Participants leave with a printed folder structure, a labelled index, and a checklist they complete themselves. The checklist is designed so they can continue working through their records in their own time after the session ends.
What the Session Covers
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1Categories of Retirement Documents
An overview of the main document categories — EPF, SOCSO, private pension, employer records, and identity documents.
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2Locating and Requesting Copies
How to identify which documents you hold and how to request missing copies through each issuing body's own published channels.
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3Building a Filing Structure
A guided walk-through of the printed folder structure, labelling system, and index participants take home.
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4Completing the Checklist
Practice with the self-completion checklist so participants leave confident to continue independently.
This workshop suits you if:
- You are within roughly ten years of retirement
- You want a structured overview without committing to longer sessions
- An adult child is helping you and wants to attend together
Guided Document Inventory & Filing Support
Four sessions • One-to-one • RM 1,450
A four-session one-to-one engagement in which an administrative assistant works alongside you to build a complete inventory of your retirement-related paperwork. Sessions cover locating missing statements, requesting copies from the issuing bodies through their own published channels, scanning and naming files consistently, building a secure digital archive, and preparing a one-page summary sheet a family member could follow.
All work is clerical and organisational. Forms are completed under your direction and with your own information. Nothing is submitted, interpreted, or advised upon by Solvenna. Where a question falls outside general information, you are pointed toward the relevant public agency or a qualified professional.
Four-Session Structure
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1Session 1 — Inventory and Gaps
Review documents already held, identify gaps, begin the inventory template.
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2Session 2 — Requesting Missing Documents
Guidance on requesting copies from EPF, SOCSO, former employers, and other bodies through their published channels.
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3Session 3 — Scanning and Digital Archive
Consistent naming conventions, folder structure, and secure digital storage options.
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4Session 4 — Family Summary and Completion
Preparing the one-page summary document and final review of the completed inventory.
Employer Retirement-Transition Briefing Programme
Business-to-business • Two on-site sessions + six-month check-in • RM 4,500
A programme for HR teams and employers preparing staff cohorts for retirement. It addresses operational and administrative process only — internal handover, records handling, and communication practice. No financial, tax, or regulated guidance is offered to the employer or to any individual employee.
The programme includes a needs review with the HR function, two on-site briefing sessions for employees on document preparation and record-keeping, a manager's toolkit for handling transition conversations, a printed employee handbook customised to the organisation's internal processes, and a six-month check-in call.
Programme Components
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1HR Needs Review
A scoping conversation with the HR function to understand cohort size, existing processes, and any specific requirements for the handbook.
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2Two On-Site Briefing Sessions
Employee-facing sessions covering document preparation, record-keeping habits, and what to expect in the administrative side of retirement transition.
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3Manager's Toolkit
A practical guide for line managers on handling transition conversations respectfully and directing employees to appropriate resources.
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4Customised Employee Handbook
Printed in your organisation's branding, referencing your own internal processes and covering key document categories in plain language.
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5Six-Month Check-In
A scheduled follow-up call to review any questions that arose after implementation and discuss any updates to the materials.
Choosing the Right Programme
Use this table to identify which programme fits your current situation.
| Feature | Workshop | 1-to-1 Support | Employer Programme |
|---|---|---|---|
| Group or individual setting | Group | Individual | Group (staff) |
| Printed folder structure and index | |||
| Personal document inventory built | |||
| Digital archive setup | |||
| One-page family summary document | |||
| Customised employee handbook | |||
| Manager's toolkit included | |||
| Six-month follow-up check-in | |||
| Family member welcome to attend | |||
| Price (RM) | 520 | 1,450 | 4,500 |
Best for: Workshop → individuals wanting a structured overview • 1-to-1 → those needing hands-on help with their specific documents • Employer → HR teams managing cohort transitions
Programme Pricing
All prices are in Malaysian Ringgit and include materials. No additional charges apply within programme scope.
Individual
Records Workshop
RM 520
per participant, materials included
- 4-hour group session
- In person or online
- Printed folder structure
- Self-completion checklist
Individual — Four Sessions
Document Inventory Support
RM 1,450
total for four sessions
- Four one-to-one sessions
- Complete document inventory
- Digital archive setup
- One-page family summary
Employer / HR
Transition Briefing Programme
RM 4,500
per engagement, customised
- HR needs review
- Two on-site briefing sessions
- Customised employee handbook
- Six-month check-in
Standards Across All Programmes
These apply to every session, every participant, and every document handled by Solvenna.
Privacy and Document Handling
Participant documents are never copied or retained by Solvenna. All document access during sessions is controlled by the participant. No third party receives any personal information shared in a session.
Scope Transparency
Every participant receives a written scope statement before their first session. This confirms what the programme covers and is explicit about what it does not cover. There is no ambiguity about the nature of the service.
Annual Materials Review
Workshop materials, checklists, and handbooks are reviewed at least annually. References to official bodies, forms, and channels are updated when those change, so participants always receive current guidance on where to go.
Active Referral Practice
When a question exceeds our scope, we identify the specific agency or professional category that handles it and provide the participant with the relevant contact point. We do not deflect — we direct.
Not Sure Which Programme Suits You?
A short conversation is usually enough to identify the right fit. There is no commitment involved in asking.
Send a Message