The Effect of Retirement Education on Individuals' Retirement Planning and Quality of Life

Condition(s) studied

Investigational drug(s) / intervention(s)

Retirement education: This initiative is structured as a six-week training program designed to support individuals in adapting to the retirement process. By addressing various aspects of retirement, the program aims to ensure that participants transition into this phase of life in a well-prepared and informed manner. The first week will serve as an introduction, providing general information and initiating physical transition training. The second week will focus on health protection and development training. The third week will address social transition training. The fourth week will be dedicated to spiritual transition training. The fifth week will focus on financial transition training. The sixth and final week will bring together previously retired individuals and current participants. This program adopts a holistic approach, aiming to facilitate both the physical and psychosocial adaptation of individuals to the retirement process.

Study summary

The aim of this study is to learn the effects of retirement education applied to individuals aged 50 and over approaching retirement, according to Meleis's Transition Theory, on their retirement planning processes and quality of life.

The hypotheses of the study are as follows:

H01: There is no difference in retirement planning perception between the experimental group applied with Meleis's Transition Theory and the control group not applied in terms of retirement planning perception.

* There is no difference in financial planning perception of individuals in the experimental group applied with Meleis's Transition Theory and the control group not applied in terms of retirement education.
* There is no difference in psychosocial perception of individuals applied with Meleis's Transition Theory and retirement education in terms of retirement planning.
* There is no difference in health perception of individuals applied with Meleis's Transition Theory and retirement education in terms of retirement planning.
* There is no difference in lifestyle perception of individuals applied with Meleis's Transition Theory and retirement education in terms of retirement planning.

H02: There is no difference in quality of life between the experimental group applied with Meleis's Transition Theory and the control group not applied in terms of retirement education.

To evaluate the effectiveness of the training, researchers will collect data from the same number of people with similar characteristics at the beginning and end of the training.

Participants will (initiative group):

Answer the pre-test before the intervention Attend retirement education for 1 hour per week for 6 weeks Answer the post-test after the intervention Answer the follow-up test 1 month after the post-test

Eligibility

Primary outcome measure(s)

• Pre-test (The Process of Retirement Planning Scale (PRePS)) — 1 months
  The scale consists of four sub-dimensions and 48 items, namely the financial planning process, lifestyle planning process, psychosocial planning process and health planning process, which evaluate the processes of planning for individuals to evaluate the increased free time during their retirement years, to ensure sufficient income, to maintain healthy social relations, to gain health protection and development behaviors, and to maintain positive relations with the family. The financial planning process sub-dimension consists of 14 items, the lifestyle planning process sub-dimension consists of 11 items, the psychosocial planning process sub-dimension consists of 12 items and the health planning process sub-dimension consists of 11 items. The scale is a five-point Likert type. Higher scores obtained from the scale indicate that the individual's frequency of retirement planning behavior increases.
• Pre-test (World Health Organization Quality of Life Short Form (WHOQOL-BREF)) — 1 month
  It is a scale developed by WHO in 1998 to assess perceived quality of life. It consists of 4 sub-dimensions, namely physical, mental, social and environmental, and 26 items. In addition to 26 questions, the scale includes 1 national question (27th question). This question was evaluated within the environmental sub-dimension in the Turkish validity-reliability study. The scale includes 2 questions (1st-2nd questions) that assess quality of life and general health status, which are not included in the 4 sub-dimensions. The physical domain consists of 7 items, the psychological domain consists of 6 items, the social relationship domain consists of 3 items, and the environmental domain consists of 7 items. Each sub-dimension is scored on a Likert-type scale between 1-5, and there is no total score for the scale. Scores between 4-20 can be obtained from each sub-dimension.

Trial sites (1)

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