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The 6-Step Guided Process To Shape The Life-Side of Your Transition To Retirement
We Help Retirees Create A Life Beyond Work Blueprint™
DISCOVER THE LIFE-SIDE PLAN YOUR FINANCIAL PLAN WAS NEVER DESIGNED TO CREATE
You may be clear about the money – but the transition to retirement also changes how ordinary life is organised: what matters now, what you are carrying forward, how you want your days to work and what you are moving towards.
Founding Member Access £47
Around 7 days of guided programme work
6 practical steps
Scheduled support and feedback across a 3-week Founder Member period
Your Life Beyond Work Blueprint™
Retirement Identity Reset™
The First Guided Step Within The Retirement Transition Framework™
It's a structured way to bring those life-side questions into one connected view.
In six practical steps, you'll bring your guiding values, personal WHYs, current direction, and whole-life priorities into one connected view.
The result is Your Life Beyond Work Blueprint™ – a practical foundation you can use, review and develop as your retirement transition continues.
Create a connected first view of your Life Beyond Work, choose three priorities to begin with and identify practical next actions.
Understand What You Are Carrying Forward • Recognise What Is Changing • Begin Designing What Comes Next.
Three Things To Understand About The Transition To Retirement
The Retirement Date Is Only One Moment
Work may end or reduce, but roles, routines, status, contribution and the way ordinary life is organised continue to change.
The Transition Keeps Developing
Health, relationships, responsibilities, priorities and opportunities change over time. Earlier choices may need to be reviewed as life develops.
A First Blueprint Creates Direction
A connected view of what matters, three initial priorities and practical next actions gives you a foundation you can revisit as your retirement develops.
Three Questions The Transition Brings Into View
What Are You Carry Forward?
Which values, strengths, relationships and forms of contribution should remain part of Life Beyond Work?
What Is Changing?
How are your roles, routines, time, availability and expectations developing as work changes or ends?
What Deserves A Deliberate Place?
Which priorities and possibilities should shape the retirement life you are now beginning to design?
Introducing
Retirement Identity Reset™
The first guided step within the Retirement Transition Framework™
Across six practical steps, we help you turn broad questions about the transition to retirement into a connected, personal foundation for Life Beyond Work.
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Understanding Where You Are Now
Examine what you are carrying forward from working life, recognise what is changing and consider what this season currently requires.
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Decide What Deserves A Deliberate Place
Connect your guiding values, personal WHYs, current direction, relationships, routines and contribution — and identify what deserves attention first.
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Create Your Life Beyond Work Blueprint™
Choose three current priorities, identify practical first actions and bring your thinking together in a Blueprint you can revisit as your retirement develops.
Six Guided Step - One Connected First View
Scroll down to see how each step contributes to your Life Beyond Work Blueprint™
What You'll Discover
Retirement Identity Reset™
Six Guided Steps – One Connected Life Beyond Work Blueprint™
Each of the six steps helps you examine what you are carrying forward, what this season currently requires and what deserves a deliberate place in the years ahead.
Step 1: Values That Anchor You
Many of our values remain important when working life changes, although their emphasis and expression may develop.
This step helps you identify the values that deserve a deliberate place in Life Beyond Work and translate them into practical principles for the decisions ahead.
Identify three to five guiding values.
Explore what each value means to you now.
Decide how those values should influence current choices.
Your Step 1 Output
My Guiding Values
Step 2: Reconnect With Your WHYs
Meaning in retirement can come from several places: relationships, experiences, responsibilities, faith, creativity, learning, service and ordinary forms of contribution.
This step helps you identify why particular people, possibilities and commitments matter to you in this season.
Explore what you want to protect, experience or contribute.
Identify the personal WHYs that deserve to guide your choices.
Connect those WHYs with the priorities and commitments competing for your time.
Your Step 2 Output
My Guiding WHYs
Step 3: Paint The Picture - Direction for Life Beyond Work
Knowing what you are leaving is only part of the transition. You also need a considered picture of how you presently want ordinary Life Beyond Work to feel, function and develop.
This step helps you explore the balance of relationships, freedom, structure, contribution, enjoyment, restoration and responsibility that presently feels appropriate.
Consider how you want ordinary life and your week to work.
Identify what deserves priority and what should remain open.
Create an initial direction for decisions and exploration.
Your Step 3 Output
My Life Beyond Work Direction Statement
Step 4: Who Are You Now? Continuity, Change & New Expression
Working life may have expressed many parts of who you are through responsibility, achievement, belonging, confidence, expertise and contribution.
This step helps you understand what remains central, what may need to be adapted, what can be selectively released and what now has room for new expression.
Recognise what remains true and worth carrying forward.
Explore what may be expressed differently beyond work.
Develop a natural way of describing what matters to you now.
Your Step 4 Output
My Continuity & Change Statement
Step 5: The 10Fs Whole-Life Lens
Retirement decisions rarely sit in isolation. Changes in one area can affect several others.
The 10Fs Whole-Life Lens brings the connected retirement landscape into view through:
Family · Fitness · Friendship · Finance · Faith · Freedom · Flexibility · Focus · Fun · Fulfilment
Identify what is working and deserves protection.
Recognise what has changed or may require attention.
Select the first three priorities to explore or act upon.
Your Step 5 Output
My 10Fs Snapshot And First Three Priorities
Step 6: Your Life Beyond Work Blueprint™
This final step brings your reflections, guiding values, personal WHYs, current direction, continuity and change, and 10Fs priorities into one connected document.
You will then identify realistic micro-actions, consider what support may be useful and decide what should be reviewed later.
Bring your programme work into one connected view.
Confirm your three current priorities.
Select practical first micro-actions.
Record the support you may need and the questions that remain open.
Your Step 6 Output
Your Life Beyond Work Blueprint™
A personal decision reference and revisable foundation for the next stage of your retirement transition.
By the end of Retirement Identity Reset™ you will have more than a collection of retirement ideas.
You will have a connected first view of your Life Beyond Work, three priorities to begin with, practical next actions and a Blueprint you can revisit as your retirement develops.
INCLUDED
Founder Member Bonuses
Two additional resources to help you understand the transition to retirement and get more from the programme.
Bonus 1: The Retire Rethink™ eBook
A Broader Introduction to The Life Side of Retirement.
Retire Rethink™ introduces the thinking that led to The Retirement Transition Framework™
Inside the book, you will:
Explore retirement as a life transition rather than only a leaving date.
Consider the identity, relationship, structure, meaning and lifestyle questions that can emerge beyond work.
Work through reflection and self-coaching questions.
Discover the original six-step planning sequence from which Retirement Identity Reset™ developed.
Use the book before, during or after the programme as a wider reference for your transition to retirement.
Bonus 2: The 7 Silent Traps PDF
Recognise The Patterns That Can Shape Life Beyond Work.
Some of the habits and assumptions developed over decades of working life can continue after work changes or ends.
This practical guide will help you:
Recognise seven common patterns that can influence the transition to retirement.
Consider how changes in identity, structure, relationships and meaning may affect ordinary life.
Identify which patterns deserve greater attention in your own retirement.
Approach your programme work with greater awareness and perspective.
The book introduces the wider thinking. The programme helps you apply it through six guided steps and complete Your Life Beyond Work Blueprint™
What's Included In Retirement Identity Reset™
Everything You Need To Complete The Six Guided Steps And Create Your Life Beyond Work Blueprint™
Retirement Identity Reset™ is delivered online through guided sessions and practical Blueprint files.
Over approximately seven days, you will work through each step in sequence, record your reflections and decisions, and gradually bring the different parts of your Life Beyond Work into one connected first foundation.
Your Life Beyond Work Blueprint™
Your completed programme work comes together in one practical and revisable document.
Your Blueprint will give you:
A connected view of your current transition
Your guiding values and WHYs
Your present direction for Life Beyond Work
Your Continuity and Change Statement
Your 10Fs Snapshot
Three priorities to begin with
Practical first actions
Matters you may want to review later.
Scheduled Founder Member Support
During the three-week Founder Member period, you will receive scheduled support and feedback as you work through the programme.
This provides opportunities to:
Ask questions about the programme
Clarify the exercises
Share where additional explanation may be useful
Contribute practical feedback from your experience.
This is structured programme support rather than private one-to-one coaching or unlimited access to Jeremy.
The authorised founder-stage offer is approximately fourteen days of programme work with scheduled support across a three-week period.
Online Programme Access
Access the videos and Blueprint files through the Retirement Identity Reset™ online member area using your computer, tablet or phone.
Six guided steps
Practical Blueprint files
Scheduled Founder Member support
One connected first foundation for Life Beyond Work
Continued access to the programme videos and Blueprint files through your online member area.
Meet Jeremy
I Created This Because I Needed It Too
Hi, I’m Jeremy
As I approached retirement, the financial questions were already familiar:
- How much would I need?
- What income would I have?
- How long would it need to last?
Those questions mattered. But I began to recognise that financial preparation could only take me so far.
It could help me understand what might be financially possible. But it could not decide how I wanted ordinary life to work, what I wanted to carry forward from decades of working life or what I was now moving towards.
Those were different questions.
They belonged to the life side of the transition to retirement.
Retirement Is More Than A Leaving Date
Retirement is often presented as though the transition is completed when work ends.
My experience was different.
Work had organised far more than my income. It had influenced my routines, responsibilities, relationships, contribution, use of time and the way I described what I did.
When work changed, those parts of ordinary life did not automatically reorganise themselves.
Some changes were immediately obvious. Others became clearer over time.
I began to understand that retirement was a continuing transition — one that deserved the same deliberate attention many of us had already given to our finances.
I Wanted A More Deliberate Way Forward
I did not want somebody else to prescribe what my retirement should look like.
I also knew that filling the diary would not necessarily give me a clear direction.
I wanted a structured way to consider:
What remained important
What was changing
Which parts of working life were worth carrying forward
What this next season required
Which possibilities deserved priority
What practical steps I could begin taking.
That investigation led me to write Retire Rethink™.
The book brought together the ideas, reflections and original six-step planning process that helped me think more deliberately about Life Beyond Work.
From The Book To A Guided Programme
The book introduced the thinking.
But I could also see the value of turning that thinking into a guided process people could work through in sequence.
That became Retirement Identity Reset™ — the first guided design step within The Retirement Transition Framework™.
Across six practical steps, the programme helps us bring our values, personal WHYs, current direction, continuity and change, and whole-life priorities into one connected view.
The result is Your Life Beyond Work Blueprint™ – a practical foundation for the decisions ahead and a document we can revisit as retirement continues to develop.
The programme therefore builds on the book through stronger sequencing, expanded exercises, structured application and guided completion.
Why Begin With Founder Members?
The core programme and six-step process are ready.
Rather than launch it immediately as a polished self-service video library, I want to guide the first members through it with scheduled support and feedback.
That will allow me to:
Hear the questions people genuinely ask
See where further explanation would be useful
Understand how participants experience the exercises
Refine the programme around lived experience
Strengthen the final delivery for those who follow.
Founder Members receive the complete guided programme at the initial £47 Founder Member price, together with scheduled support across the three-week Founder Member period.
You are joining an established process while also helping me improve how that process is explained and delivered. Programme support remains structured and distinct from private one-to-one coaching or unlimited personal access.
Retirement Identity Reset™ grew from questions I needed to address in my own transition.
I created it for thoughtful people who are financially preparing — or already prepared — and now want to give the life side of retirement the same deliberate attention.
I look forward to guiding the first Founder Members through the programme.
Jeremy
Who Is This Programme For?
Retirement Identity Reset™ may be right for you if:
You are approaching retirement, reducing your working commitments or already navigating the transition to Life Beyond Work.
Your financial preparations are reasonably well developed, and you now want to give the life side of retirement more deliberate attention.
You know what you are retiring from but feel less clear about what you are moving towards.
You have ideas, interests and possibilities, but want a structured way to decide what deserves priority.
You want to consider your values, relationships, routines, contribution and direction as one connected picture.
You are willing to reflect, complete the exercises and make personally meaningful choices.
You want guidance and structure while remaining the author of your own retirement.
You would value a practical, revisable Life Beyond Work Blueprint™
Who Do We Focus On?
We created this programme for people who:
Have spent many years in roles that provided responsibility, structure, achievement, relationships and a recognised place in the world.
Are thoughtful, capable and accustomed to making their own decisions.
Sense that retirement involves more than replacing work with leisure or filling the diary with activities.
Want to understand what should be carried forward from working life and what may now need to change.
Are considering how ordinary life should feel, function and develop once work no longer organises it in the same way.
Want to choose three initial priorities and begin taking practical steps.
Are ready to create a common foundation without expecting every retirement question to be resolved immediately.
Who Is This Programme Not For?
Retirement Identity Reset™ may not be the appropriate first step if:
You Currently Need Time To Recover
If you have recently left work and need decompression, restoration or time for your energy and perspective to return, Permission to Pause™ may be the more suitable first support.
Recovery is a legitimate part of the transition. There is no requirement to begin active design before you are ready.
You Are Looking For Financial Advice
This programme does not provide advice on pensions, investments, tax, financial products or regulated financial decisions.
It focuses on the connected life-side questions that sit alongside your financial preparation.
You Want Somebody Else To Design Your Retirement
The programme provides a guided sequence, practical questions and Blueprint files.
Your values, priorities, decisions and direction remain personally authored.
You Require Specialist Professional Support
The programme does not provide medical, psychological, therapeutic, legal or other regulated specialist advice.
Where significant health, emotional, relationship or practical concerns are present, appropriate professional support may be needed.
You Expect Every Retirement Question To Be Resolved In Seven Days
Retirement Identity Reset™ creates a strong first foundation.
It brings important areas into view, helps you choose initial priorities and gives you a practical Blueprint to revisit as your transition develops. It does not claim to complete the whole retirement transition.
Frequently Asked Questions
Who is the Retirement Identity Reset™ programme designed for?
Retirement Identity Reset™ is designed for people who are approaching retirement, reducing their working commitments or already navigating Life Beyond Work.
I've only just retired, and honestly, I'm exhausted. Is it too soon for this?
It may be.
Many people reach retirement needing time to decompress after years of responsibility, deadlines and sustained demands.
When recovery is the immediate priority, there is no pressure to begin actively designing what comes next.
Permission to Pause™ was created for this stage. It provides space for restoration, stabilisation and perspective before moving into deliberate life-side design.
Recovery is a legitimate part of the transition.
Is this programme focused on financial planning or lifestyle planning?
Retirement Identity Reset™ focuses on the life side of the transition to retirement.
Financial planning helps you understand your pensions, investments, tax position, income and financial possibilities.
This programme addresses a different set of decisions, including what remains important, what you are carrying forward from working life, and how your roles and routines may be changing.
It does not provide pensions, investment, tax or regulated financial advice.
Why is the course currently only £47 - what’s the catch?
There is no catch.
£47 is the initial Founder Member price.
The core programme, six-step process and Life Beyond Work Blueprint™ are ready.
During this first guided delivery, I also want to hear the questions members genuinely ask, see where further explanation would help and refine how the programme is delivered around lived experience.
The Founder Member phase is about refining the delivery of an established process, rather than asking members to test an undeveloped idea.
What will I learn in the 6 steps?
You will work through six connected areas.
Values That Anchor You
Identify what remains important and how it should influence your decisions.
Reconnect With Your WHYs
Explore why selected relationships, experiences, responsibilities and forms of contribution matter now.
Direction For Life Beyond Work
Create a considered picture of how ordinary retirement life should presently feel and function.
Continuity, Change And New Expression Recognise what remains true, what may need to adapt and what now has room to emerge.
The 10Fs Whole-Life Lens
Bring the wider retirement landscape into view and choose three current priorities.
Your Life Beyond Work Blueprint™
Bring your work together into one practical and revisable foundation.
By the end, you will have a connected first view of your Life Beyond Work, three priorities to begin with and practical first actions.
The programme provides a foundation. It does not claim to resolve every retirement-transition question in seven days.
Can’t I get all this from reading a few books or watching YouTube videos?
You can find many useful retirement ideas through books, podcasts, videos and articles.
The difficulty is often bringing those ideas together, deciding what applies personally and completing the work in a usable sequence.
Retirement Identity Reset™ provides six deliberately ordered steps; guided explanations; practical reflection exercises; Blueprint files; a process for connecting the different areas; scheduled Founder Member support; a completed written outcome.
The Retire Rethink™ book introduces the wider thinking and the original six-step concept. Retirement Identity Reset™ guides the implementation and helps you complete a more developed Blueprint.
What if I’m not retired yet - is it too early to start the programme?
No. You do not need to wait until your final working day.
Beginning before retirement can give you time to consider what work currently provides beyond income and what you want to carry forward.
The programme is relevant when you are ready to think deliberately about the transition, whether retirement is approaching or has already begun.
I’ve already retired but feel 'stuck' - will this programme help me?
It may help when you are ready to step back, review what has changed and make some deliberate choices about what comes next.
Retirement Identity Reset™ gives you a structured way to examine what still matters to you, what may no longer fit,
how work previously organised your life, and where you would like greater direction.
How long does it take to complete?
The programme is designed to be completed at your own pace, giving you time to reflect, engage with the exercises, and apply insights as you go.
The six steps are completed in sequence, giving you enough time to reflect, work through the exercises and gradually assemble Your Life Beyond Work Blueprint™.
Founder Members will receive scheduled support and feedback across a three-week Founder Member period.
The objective is to complete a useful Version One Blueprint. It does not need to contain every answer or predict the whole of your retirement.
Is There A Guarantee?
Yes — You Have 14 Days To Decide
Join Retirement Identity Reset™, begin exploring the programme and review whether the process is right for you.
Should you decide that it is not suitable, contact us within fourteen days of purchase for a full refund.
