Our Programmes
Three Programmes for Three Different Situations
Whether you are an individual approaching retirement, a household organising decades of paperwork, or an HR team improving its retirement offboarding process — there is a programme designed for your specific situation.
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Our Methodology
Information, Not Advice
Every programme covers general information and organisational methods only. We never interpret individual entitlements, and we make this boundary clear at the start of each engagement.
Published Sources
All references to forms, conventions, and documentation requirements draw from publicly available Malaysian government and institutional publications. We cite sources rather than opinion.
Tangible Outputs
Each programme produces something the participant keeps — an index sheet, a completed records file, or a set of communication templates. The value does not evaporate when the session ends.
Programme 1
Retirement Paperwork Orientation Session
A three-hour group session that walks through the kinds of documents a household accumulates across a working life, how they are usually filed, and where the gaps commonly appear. Written for people approaching retirement and for adult children helping a parent organise papers. Groups are kept to twelve participants.
What is included
- Printed records index sheet
- Walkthrough of publicly available forms and where they are published
- Glossary of terms that appear on statements
- Written list of questions worth putting to a qualified professional
How the session runs
- 1Introduction to the landscape of retirement documents — what households typically accumulate and where
- 2Walk through of common document types with the records index sheet
- 3Glossary review — terminology found on EPF statements and employer letters
- 4Group Q&A and distribution of the professional questions list
Programme 2
Household Records Organisation Programme
A six-week structured programme in which a household builds its own retirement records file, supported by weekly small-group sessions and a written workbook. Suited to families managing paperwork across several members, or to people who have inherited a filing cabinet and do not know where to begin. Two hours weekly plus independent work.
What is included
- Written workbook (yours to keep)
- Digitisation guidance for scanning and naming files
- Records retention chart drawn from published sources
- Session on communicating with institutions in writing
- Closing review of completed index
Six-week structure
- 1Week 1 — Mapping what you have: a first pass through the filing cabinet by decade
- 2Week 2 — Employment records: what to look for, what to keep, what may be missing
- 3Week 3 — Pension and EPF documentation: reading statements and understanding nominee records
- 4Week 4 — Property, insurance, and related papers: the documents that sit outside employer files
- 5Week 5 — Digitisation and storage: practical methods for scanning, naming, and backing up
- 6Week 6 — Review and closing: completed index check, professional questions list, next steps
Programme 3
Employer Retirement Communications Consulting
Business-to-business consulting for HR teams on the operational and communications side of retirement transitions. Covers process mapping, document handover checklists, internal timelines, and plain-language explanation of published scheme information to departing staff. Aimed at Malaysian employers with fifty or more staff. Engagement runs eight to twelve weeks.
What is included
- Current-state process map of retirement offboarding
- Offboarding documentation checklist
- Redesigned internal communication templates in English and Bahasa Malaysia
- Two workshops for HR staff on records handling
- Closing operations report
Engagement phases
- 1Discovery (weeks 1–2) — interviews with HR staff, review of existing materials and process
- 2Process mapping (weeks 3–4) — documented current-state map, gap analysis presented to stakeholders
- 3Template redesign (weeks 5–8) — draft and revise communication templates in both languages
- 4HR workshops (weeks 9–10) — two sessions on records handling and the updated process
- 5Closing (weeks 11–12) — final report, checklist handover, transition debrief
Scope is strictly process and communications. This engagement excludes any interpretation of entitlements, scheme terms, or individual circumstances, which remain matters for the employer's own qualified professionals.
Which Programme Fits?
Decision Guide
| Feature | Orientation Session | Household Programme | Employer Consulting |
|---|---|---|---|
| Best for | Individuals & adult children | Households with existing files | HR teams (50+ staff) |
| Duration | 3 hours | 6 weeks | 8–12 weeks |
| Price | RM 490 | RM 1,600 | RM 4,500 |
| Group or individual | Group (max 12) | Small group | Organisation |
| Written materials included | |||
| Records index sheet | |||
| Bilingual deliverables | |||
| Digitisation guidance |
Across All Programmes
Shared Standards
Scope Discipline
General information and organisational guidance only. Individual entitlements are not interpreted.
Participant Privacy
No personal account numbers, statement figures, or identification documents are shared in group settings.
Published Sources
All documentation references come from publicly available Malaysian government and institutional publications.
Plain Language
Every term is defined at first use. If something cannot be explained plainly, we question whether it belongs in the session.
Professional Referral
Where a question falls outside our scope, we say so and point toward the appropriate kind of qualified professional.
Materials You Keep
Written materials, workbooks, and templates are participant property from the moment they are distributed.
Pricing
What Each Programme Costs
Programme 1
Orientation Session
RM 490
per person · one session
- 3-hour group session
- Records index sheet
- Glossary and professional questions list
Programme 2
Household Programme
RM 1,600
per household · 6 weeks
- 6 × 2-hour sessions
- Written workbook
- Digitisation guidance
- Records retention chart
Programme 3
Employer Consulting
RM 4,500
per engagement · 8–12 weeks
- Process map and gap analysis
- Bilingual communication templates
- Two HR workshops
- Closing operations report
Still Deciding Which Programme Fits?
Send us a message describing your situation and we will tell you which programme suits it best — or whether something else would serve you better.
Make an Enquiry