At a recent Global Intergenerational Week session, participants were asked two simple but revealing questions: When did you last speak to someone 15 years older or younger than you?  How many people in your close network are 15 years older or younger? Many were surprised how age-siloed their lives had become, with limited intergenerational interaction.

This phase is about defining what your future looks like: setting intentions, clarifying your direction, and identifying the practical steps to move forward with purpose.

This initial stage of the RTP journey lays the emotional and psychological foundation for a successful transition.

With an ageing workforce and client base, financial services firms face a demographic turning point. Age inclusion isn’t just about fairness—it’s a smart strategy for growth, trust, and talent retention. This blog explores how firms can future-proof their workforce and customer relationships with ProAge’s support.