Concerns regarding the adequacy of retirement savings have contributed to the move to encourage better savings behavior. One area of research focuses on understanding the profile of individuals who believe they are preparing adequately for retirement. The current study uses data from a national survey of South Africans to determine how confident…

This article presents the findings of a qualitative interview study of professional identity of 38 Italian teachers close to retirement. Through a dialogical analysis of the interviews, the authors trace the trajectory of the teachers' voices along a temporal axis, to retrieve the history of the voices and the connections to a specific period of…

Purpose: This study was designed to examine whether preretirement intervention, through preparation programs conducted by social workers, enhances retirees' healthy retirement transition, self-mastery, and well-being outcomes. Methods: Data were gathered at preprogram, postprogram, and at 6-month follow-up. A total of 84 participants filled out…

This study investigated a retirement coaching educational program using the mixed method research design. A structured survey was distributed to 48 financial planners who had undergone 50-hour retirement education including retirement coaching. The coaching was conducted in two sessions in 2015. Results revealed that first, the retirement coaching…

Using a phone survey conducted in 2012, we examined whether there is a gender difference in financial literacy among Hong Kong workers; and if such a difference exists, whether it can be explained by gender differences in sociodemographic variables, social or psychological factors, and/or the outcomes of retirement planning. Results show a gender…

The family is a paramount source of happiness, giving individuals a sense of place that is relevant to developing satisfaction and fulfilment. Consequently, this study examined the attitude of retiring HeadMasters and Assistant HeadMasters' towards family involvement in pre-retirement preparation in Ondo State, Nigeria. Using descriptive survey,…

Thirty interviews were conducted with individuals across the UK who had retired between two and ten years ago, with the aim of exploring the variability of retirement experiences in terms of (a) retirement antecedents/reasons for retirement, (b) change in wellbeing and satisfaction over time, (c) personal relationships and (d) retirement guidance.…

Certainly, there are people who can't wait to leave work, and people with grand plans for retirement. There are also people who have worked a long time in a stressful environment or doing heavy manual work, or who live in a poor community, and whose life expectancy is much shorter. But most people in their 50s say that they would like to work…

Although a substantial proportion of the western population is approaching retirement age, little is known about how they are preparing for the future. Much attention has been paid to the consumption of educational material and retirement wealth in the present literature, but the process of retirement planning has been ignored. S. L. Friedman and…

Everyone is living through a period of considerable demographic change, which is predicted to continue and escalate. People are living longer and, generally, healthier lives, and the lifelong learning system in the UK needs to catch-up with this new reality. There is a need for a much more flexible approach that offers choice and opportunities to…

This article draws upon expected retirement age cohorts as a main determinant to financial planning preparation in Malaysia. The return rate was 55% from 600 questionnaires distributed. Five hypotheses were analyzed using hierarchical and stepwise regression analysis. The results revealed that expected retirement age cohort variables made…

Current theoretical models support the existence of interactions between the individual and socio-environmental forces when it comes to the formation and enactment of life plans (Friedman & Scholnick, 1997; Shanahan & Elder, 2002). In this investigation, we examine the social, economic, and psychological forces that impact financial…

This study investigated the effect of preretirement education on the retirement transition plans of workers in Nigeria. The sample includes preretirees of Wema Bank PLC and the Nigerian Civil Aviation Authority who participated in preretirement education workshops. The study shows that a majority of workers would prefer to retire at the normal…

Australia, in common with many industrialised countries, must adjust in the coming years to an ageing population. The labour force participation rate is projected to fall and there will be a record number of older people who have retired from work. Thus, there will be fewer workers as a share of the population to generate the income needed to…

Retirement is viewed as a passage that can result in psychological, physiological, and economic problems among some retirees. Adequate preparation for retirement through preretirement education, as practiced in the Western-European societies, has been found to ease transition into retirement and adjustment in retirement. Preretirement education is…