Family Transition

Develop the practical capability to apply Family Transition confidently in the workplace, with a clear action plan you can use immediately.

This IPDS programme forms part of our Retirement Transition cluster. It is designed for employees approaching retirement, recent retirees, employers and pension-related institutions. Delivery is practical and applied, and can be adapted for English or Kiswahili audiences.

Who should attend

This programme is suited to employees approaching retirement, recent retirees, employers and pension-related institutions, and to teams that need a shared approach to retirement transition, financial readiness and purposeful ageing.

Learning outcomes

  • Explain the principles and purpose of Family Transition within retirement transition, financial readiness and purposeful ageing.
  • Apply practical tools and frameworks to family transition challenges in your organisation.
  • Assess current practice and identify priority improvements in family transition.
  • Prepare an action plan to strengthen family transition and sustain results.
  • Communicate and report on family transition clearly to colleagues and stakeholders.

Modules

  1. Foundations of Family Transition
  2. Frameworks, standards and tools
  3. Case studies and practical exercises
  4. Workplace application and action planning
From capability gaps to practical results.

Method

IPDS learning is active, applied and assessed. Programmes may use needs assessment, case studies, demonstrations, simulations, group problem-solving, workplace assignments and follow-up coaching.

Duration and mode

Typically delivered as a short course of one to five days, in-person, virtual or blended. Certificate pathways and in-house programmes are available.

Assessment and recognition

Assessment may include pre- and post-assessment, participation, a workplace assignment or a competency demonstration. Participants receive a certificate of completion; IPDS does not imply accredited certification without formal approval.

How to register

Register your interest or request this programme in-house for your organisation by contacting IPDS through our contact page.