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Linda and David Johnson are a married couple in their late 60s. Linda, 66, is a nurse, and David, 69, is a college professor. They have two grown children who live in different countries.

AD admin3 · 📅 28 May 2025 · ⏱ 2 min read
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QQI Level 5 Healthcare Elderly Care Assessment

Case Study

5 marks – 500 words or approx 12-18 sentences

Background

Linda and David Johnson are a married couple in their late 60s. Linda, 66, is a nurse, and David, 69, is a college professor. They have two grown children who live in different countries. Linda and David are approaching retirement age and have been focusing on the financial aspects of retirement planning. However, they recognise that retirement involves more than just financial security and want to prepare for the social, emotional, and spiritual changes that come with this new phase of life.

Current Situation

  • Linda’s Job: Full-time nurse at a local hospital, planning to retire at 67.
  • David’s Job: Tenured professor, planning to retire at 70.
  • Family: Two adult children, both married and living in Australia.
  • Social Circle: Friends and colleagues primarily from work, some involvement in local community groups.
  • Hobbies and Interests: Linda enjoys gardening and volunteering at the local animal shelter. David is passionate about writing and playing the guitar.

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Goals

  • Maintain and expand their social network post-retirement.
  • Find meaningful activities and hobbies to stay emotionally fulfilled.
  • Deepen their spiritual practice and connect with their faith community.

Guidance:

Explore some of the ways that Linda and David can prepare for retirement, including references to services and organisations in Ireland that can support older people to thrive in retirement.

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