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Estudos e Pesquisas em Psicologia

On-line version ISSN 1808-4281


SCHUABB, Thaís Cravo  and  FRANCA, Lucia Helena de Freitas Pinho. Financial Planning for Retirement: A Systematic Review of National Literature. Estud. pesqui. psicol. [online]. 2020, vol.20, n.1, pp. 73-98. ISSN 1808-4281.

Population aging is a reality at both global and national levels. With regard to retirement, financial planning for this stage of life is one of the responsible for enabling healthy aging. Therefore, the purpose of this study is to describe and analyze the state of the art on financial planning for retirement, under the scope of Psychology. For the present systematic review of the literature, the search for the keywords "planning" or "preparation" and "retirement" was carried out in five indexers. At first, 270 articles were found that, when passing through the inclusion and exclusion criteria, were reduced to 40 articles. They were analyzed from seven categories: year of publication, methodological approach, sector, investigated public, institution, elaboration of scales and approach to financial planning. It was verified the need to develop further studies and organizational policies that lead to financial planning for retirement, fundamental to aging with quality. In addition to the academic scope, strategic actions need to be traced mainly by the Human Resources area, in order to sensitize workers about financial planning as a measure that must accompany the entire professional trajectory, to promote well-being inside and outside work.

Keywords : financial planning; retirement; aging; psychology; psicología.

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