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Retirement Readiness Toolkit

If you’ve been struggling to understand what retirement could look like, and just don’t know where to even begin with your research and exploration, then this Retirement Readiness Toolkit is for you.


It doesn’t matter which stage of your life or career you’re at, the earlier you start thinking about what you would love your later life to look like, then the easier, smoother and less stressful the transition will be.


Prefer to explore at your own pace?

The Retirement Readiness Toolkit is a self-guided, online programme which deep dives into what retirement means and looks like to you. This is a great starting point to research and explore with structured exercises, reflection prompts, articles, and practical tools across all Five Foundations, complemented by UK-based resources.


It’s designed for those who like to reflect and plan before seeking coaching - or as a practical resource to support your journey alongside my coaching programmes.

What Are the Five Foundations™?


Drawing on years of coaching experience and my own professional journey, I developed the Retirement Readiness Framework™ - a practical, tried and tested model built around the Five Foundations of Retirement Readiness™.


  1. Living with Purpose (Next Chapter Design) – a clear vision for a meaningful and fulfilling new chapter.
  2. Thriving in Retirement (Health & Resilience) – routines that support physical, emotional, and mental wellbeing.
  3. Connecting Meaningfully (Relationships & Support) – strong family ties, friendships, and community.
  4. Securing Your Future (Financial Confidence) – clarity, confidence, and peace of mind about money.
  5. Living Fully (Happiness, Curiosity & Creativity) – passions, hobbies, and lifelong learning that energise you.


Within the Toolkit, each section includes:

  • Articles, resources, and inspiration
  • Reflection prompts
  • Practical exercises and worksheets
  • Conversation starters and activities

These will guide you from insight → action → integration.

Monthly Online Group Drop-in Sessions


The Toolkit also provides 12 months of online group drop-in sessions (one a month) to provide ongoing accountability and support as you navigate through the transition of retirement planning.


Sometimes it can be difficult to navigate through the whole process on your own, so as your impartial, experienced Retirement Readiness Coach, I’ll be live on call throughout each group drop-in hour. Ask me your questions, bounce around ideas and gain ongoing support whatever stage you’re at.

What people are saying

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Surprisingly challenging and thought-provoking! I really liked the mix of questions that made me think hard about how I wanted to manage my career in the run up to retiring in the next 18 months. It's also provided some great conversation starters with my partner about what we both want to experience in our later years.


- Managing Director

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At the age of 61 I knew that I still had a lot to give in my working life. I am just not ready for doing nothing! I worked my way through the Toolkit as part of the 1:1 transition coaching with Sarah. I now have a clearer plan and a revamped job search strategy to make it happen!


- Housing Officer

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I knew I didn't want to stop working but I really wanted to do something different from my high-pressured IT career. Some of the Toolkit's coaching questions and activities made me stop and think differently about work, but also my health and relationships with my family. I'm certainly more curious and hopeful about what my next steps will be.


- Software Engineer

Toolkit Content

Meet your Coach

Sarah Robinson is a Retirement Readiness Coach and creator of the Five Foundations of Retirement Readiness™ - a practical, research-backed framework that helps people design a fulfilling life after work.


Drawing on years of coaching experience and her own professional journey, Sarah specialises in the non-financial side of retirement with both individuals and couples to explore identity, routines, wellbeing, relationships, and purpose. She also delivers programmes and training to companies and employees.


Sarah’s insights have been featured in The Daily Mail, Telegraph, SAGA, and Woman & Home, where she shares her perspective on what it really takes to thrive in retirement.


Visit https://sarah-robinson.co.uk/retirement-coaching/

Sign up to create your Toolkit account

Retirement Readiness: The Five Foundations Toolkit

£97