Welcome to Retirement Excellence CIC

Being brilliant
at retirement.

Your retirement. Your possibilities.

We help people create happier, healthier and more purposeful retirements through friendly workshops, practical planning and stronger communities.

For people approaching retirement, older adults, communities and organisations.

A diverse group of people in their 60s enjoying conversation, creativity and community together
Purpose · Connection · Curiosity · Community
PEOPLE PURPOSE CONNECTION COMMUNITY POSSIBILITY
01 Why we exist

Retirement is not an ending.
It’s a beginning.

We exist to help people be brilliant at retirement—and to help brilliant people build brilliant communities.

Retirement can bring freedom, curiosity and fresh possibility. But a fulfilling retirement rarely happens by accident. Through welcoming workshops, practical tools, mentoring and community activity, we help older adults think about how they really want to live.

We are a Community Interest Company working across Swansea and Gower with independent-living schemes, community groups, Men’s Sheds, organisations and local partners.

“Brilliant people create brilliant communities, and brilliant communities help people live brilliant lives.”
02 Our simple approach

Three ways to shape
your next chapter.

Older adults sharing thoughts and reflecting together
01Reflect

What matters to me now?

Pause, take stock and recognise the experiences, values and relationships that make you who you are.

Older adults enjoying creative activities and gentle movement together
02Refresh

What could bring new energy?

Stay curious, try new things and make room for wellbeing, learning, friendship and everyday enjoyment.

Older adults planning their next steps together
03Refocus

What do I want next?

Turn possibility into direction with a practical, personal plan built around the life you want to live.

03 What we do

Helping people and
communities thrive.

Everything we offer is friendly, practical and positive—creating the space, confidence and connections for people to take their next step.

Older adults enjoying a friendly retirement workshop together
01

Being Brilliant at Retirement

Friendly, practical workshops that help people explore purpose, connection, wellbeing and what they want from their next chapter.

Together, we turn reflection into fresh ideas and achievable next steps—creating a retirement plan for life, not simply a plan for finances.

A brilliant retirement deserves a plan.
Older adults creating a welcoming community garden together
02

Brilliant Communities

Helping residents turn good places to live into connected, welcoming communities shaped by their own ideas and energy.

Our conversations can spark walking groups, coffee mornings, boccia teams, shared days out, volunteering and friendships that continue long after a workshop ends.

Brilliant people create brilliant communities.
An experienced employee sharing knowledge with a younger colleague
03

Retirement at Work

Helping organisations support retiring employees, retain valuable knowledge and make phased retirement more purposeful.

We encourage thoughtful transitions, mentoring and knowledge-sharing so experience is valued while employees prepare confidently for what comes next.

Experience should be shared—not simply allowed to walk out of the door.

Workshops Friendly, practical and adaptable

A conversation that leads
to something useful.

Every session is shaped around the people in the room. We can offer a short introduction, a fuller facilitated workshop or a programme of conversations for communities and organisations.

01 · Individuals & groups

Being Brilliant at Retirement

A welcoming introduction to planning how you want to live—not simply how you will finance retirement.

  • Reflect, Refresh and Refocus
  • Purpose, wellbeing and connection
  • A personal one-page retirement plan
Ask about this workshop
02 · Residents & communities

Building Brilliant Communities

A positive, practical conversation that helps residents recognise their strengths and turn shared ideas into local action.

  • Listening to what residents want
  • Simple ways to involve more people
  • Ideas that can continue after the workshop
Ask about this workshop
03 · Employers & teams

Retirement at Work

Support for thoughtful transitions that prepare employees for retirement while retaining valuable knowledge and experience.

  • Purposeful retirement preparation
  • Mentoring and knowledge-sharing
  • Positive phased-retirement conversations
Ask about this workshop
Retirement Excellence CIC's three pillars: people, communities and businesses
Three pillars. One shared purpose.

Our foundations

Helping people flourish, communities connect and experience live on.

Our three pillars bring every part of Retirement Excellence CIC together. We support people to shape a purposeful retirement, help communities become welcoming places where older adults can contribute and thrive, and work with businesses to retain valuable knowledge through thoughtful retirement planning and mentoring.

People

Find purpose, build connections and create a retirement shaped around what matters most.

Communities

Bring people together, encourage participation and turn local ideas into lasting activity.

Businesses

Prepare people well for retirement while sharing experience, knowledge and mentoring skills.

The outcome of our structured approach

Your one-page
retirement plan.

Our Reflect, Refresh and Refocus conversations lead to a clear, colourful one-page plan for the life you want to live in retirement. It captures what matters to you, the possibilities you want to explore and the practical steps that will help you move forward.

Reflect

Take stock of your values, strengths, experiences, relationships and what gives your life meaning now.

Refresh

Explore fresh ideas for wellbeing, learning, connection, contribution, curiosity and everyday enjoyment.

Refocus

Choose your priorities and turn them into realistic first steps, with the support and timescales that suit you.

Uniquely yours. No two plans will be the same. This is not a financial or pension plan—it is a personal, practical guide to living well in retirement. You can revisit it as your interests, circumstances and ambitions evolve.

An example of the personalised My Brilliant Retirement Plan one-page worksheet
An example format—your plan will reflect your own priorities and next steps.
04 Real community impact

Small conversations.
Brilliant outcomes.

Our workshops have sparked resident-led walking groups, boccia teams, coffee get-togethers, days out and new friendships. The best outcome is not something we deliver—it is what people feel confident to create together afterwards.

32independent-living schemes involved
22community workshops delivered
Manyolder adults reached and inspired
Moregroups, friendships and local action
05 Community stories

Good ideas becoming
real life.

Our impact is visible in what people feel confident to create together after a conversation. These are some of the outcomes already growing through our work.

Movement

Walking groups

Workshop conversations have encouraged residents to get outdoors together, creating activity, routine and new friendships.

Belonging

Coffee and days out

Simple resident-led ideas have grown into regular opportunities to meet, talk, laugh and feel part of something.

Participation

Boccia teams

Accessible activity has brought people together around enjoyment, teamwork and friendly competition.

Shared learning

A community handbook

Experience from the programme informed a practical guide that helps residents build brilliant wellbeing communities.

Happening now

Successful projects with lasting value

These activities are happening now through Retirement Excellence partnerships and collaboration in local communities. Each one builds on the knowledge, interests and energy of older adults—and each can be replicated by older adults in more communities.

Nature & generations01

Woodland regeneration

Older adults are helping to bring local woodland back to life—clearing paths, making bird and bat boxes, and sharing practical knowledge with younger generations.

  • Leading school groups in identifying and cataloguing species
  • Mapping footpaths and creating storyboards that bring the woodland to life
Healthier woodland, new skills for children and meaningful ways for older adults to contribute.
Paths & places02

Adopt a Path

Working with the local council, groups of volunteers are adopting previously unmaintained public rights of way and giving them regular, practical care.

  • Keeping paths clear, welcoming and confidently waymarked
  • Using local knowledge and teamwork to reconnect useful community routes
Forgotten paths become accessible local assets that people can enjoy again.
Wellbeing & confidence03

Wellbeing Walks

Friendly, accessible local walks are bringing people together—including those with mobility challenges, poor sight, or returning to activity after illness or an operation.

  • Using supportive routes and a pace that helps people feel included
  • Offering interested walkers training to become walk leaders themselves
Gentle activity grows confidence, connection and a new generation of local walk leaders.
Stories & shared memory04

Local History Group

Older adults are bringing local history to life by recording the oral histories of residents and creating welcoming opportunities to share memories and knowledge.

  • Recording first-hand stories so local experiences are not lost
  • Holding discussion groups where residents can listen, remember and contribute
Personal memories become a shared community record that connects people, places and generations.
“The best outcome is not something we deliver—it is what people feel confident to create together afterwards.”
06 Ideas for a brilliant retirement

Pause. Think.
Try something.

Short, practical ideas from our workshops and the forthcoming Being Brilliant at Retirement book. A new conversation can begin with one good question.

Reflect

What will give your week purpose?

Retirement changes the shape of time. Start by noticing which people, places and activities make an ordinary week feel worthwhile—then protect space for them in your plan.

Refresh

Curiosity keeps life growing

Being curious is not about filling every minute. It is about staying open to a new interest, a different conversation or a small experience that brings fresh energy.

Refocus

A brilliant retirement deserves a plan

A plan turns a good intention into a first step. Choose one meaningful priority, decide what support would help and give yourself a realistic point at which to review it.

Continue the conversation on LinkedIn
07 Latest from Retirement Excellence

An active idea with
growing momentum.

Retirement Excellence CIC is working across Swansea and Gower with residents, community organisations and partners. Contact us for current workshop and event details.

Programme

Workshops across Swansea and Gower

Our welcoming retirement and community conversations continue to reach independent-living schemes, community groups and Men’s Sheds.

2026 roadshows

Mumbles, Llwchwr and Uplands

Join our welcoming pop-up roadshows for older adults in Mumbles on 16 September, Llwchwr on 23 October and Uplands on 10 November.

Coming soon

Being Brilliant at Retirement

The practical book brings stories, questions and the Reflect, Refresh and Refocus approach together to help more people plan a fulfilling retirement.

Would you like Retirement Excellence in your community or workplace?

Tell us who you would like to support and we will start with a friendly conversation.

08 Practical resources
Being Brilliant at Retirement book cover by Clive Scott

The book

Being Brilliant
at Retirement

A friendly guide to creating a happy, healthy and purposeful retirement. Real stories, practical ideas and simple exercises help people reflect, refresh and refocus on what matters most.

Publication details coming soon
09 Start a conversation

Let’s help more people
be brilliant.

Clive Scott of Retirement Excellence CIC

Would you like a workshop, community event or conversation about supporting people through retirement? We would love to hear from you.

retirement.excellence@gmail.com