Transition to Retirement: A Guide to Inclusive Practice: Adaptations for the Current U.S. Context

Chapter 4: Planning

Chapter 4 sets out a step-by-step summary of implementing TTR person-centered retirement lifestyle planning, including what to do before and at the planning meeting. The planning forms used are available in Appendix B of the TTR manual.

Adaptations for the Current U.S. Context

Planning and Planning Forms

Appendix B Forms of the TTR manual contains two planning forms:

  • the TTR Retirement Lifestyle Planning Form which is used for initial retirement planning process
  • the TTR Retirement Lifestyle Planning Form for Annual Review Meetings

In the Appendix B Forms section of this document, we suggest many additional questions/issues that will often be helpful in these retirement planning and review meetings. However, these forms and our suggestions should be used as flexible guides, not rigid prescriptions. Feel free to adapt the forms and their content to whatever person-centered planning process is already in use with the person or in the disability service setting. Likewise, whether to have only one retirement planning meeting or a series of meetings should be based on the person’s individual circumstances.

Cutting Down a Day of Work or Not?

On p. 48, the TTR manual states:

“It is most important to clarify that the TTR program is about replacing a day at work by either doing some volunteering work, or by joining a community group.”

This approach is appropriate if the person wants to cut down on work and begin their transition to retirement. However, as we state elsewhere, for those individuals who plan to continue to work long term and not transition to retirement at present, their participation in volunteering or community groups needs to be planned around their work commitments. This issue is discussed more fully above in the section on Gradual Reduction in Days at Work, linked to Chapter 2 of the TTR manual.