What Participants
Tell Us

I went with my daughter and we both found it useful in different ways. I had not realised how many different documents I was supposed to have, and the checklist helped me see exactly what was missing. The folder structure we took home is sitting on my desk now and I have actually been using it. The facilitator did not rush at all, which I appreciated — some things needed to be explained more than once and that was fine.

June 2025

I had worked for four different employers before retiring and my documents were scattered everywhere. Some I had not seen for fifteen years. The four sessions gave us enough time to actually track everything down properly rather than rushing. I had to request copies of two old employer letters through their published channels, and the assistant explained exactly where to go for each one. The one-page summary I made for my children was worth the programme on its own.

July 2025

I was a bit uncertain going in — I was not sure whether I would understand everything or whether it would be too technical. It was not. The language was plain and the facilitator used examples that made sense. I especially liked that they were honest when a question was outside what they could answer. They told me which government office to contact and how to find it, rather than just saying "see a professional." That was more helpful than a vague referral would have been.

June 2025

We had a cohort of eleven staff members retiring within eighteen months and I had no structured way to handle the transition conversations around their documents. The briefing sessions were well-received — staff came out of them with a clearer sense of what they needed to do, and the questions they asked afterwards were much more specific than before. The handbook has been printed and put in the HR resource folder. The six-month check-in was useful too, as some questions only came up once people started actually looking through their paperwork.

May 2025

My situation was a bit complicated because my late husband had also been working and I was not sure what records belonged to whom or how to separate things out. The assistant was patient with this and helped me build an inventory that covered my own records and flagged what would need to go elsewhere. They were clear about which questions they could help with and which ones I needed to take to a professional, which I respected. It took us all four sessions properly, not just two with two rushed ones at the end.

July 2025

My wife and I attended the Saturday workshop together. We both retire within two years and had been putting off sorting our paperwork because it felt overwhelming. Four hours with a clear structure made it manageable. We each went home with our own folder index and we have been working through them since. Nothing was rushed and nothing was complicated for the sake of it. I would suggest the one-to-one programme to someone whose situation is less straightforward than ours.

June 2025