The 12 Step Process for Retirement Planning
The key to successful retirement planning is to begin with the end in mind and plan backwards. Initially we establish your current retirement provisions and work forward from there to calculate what benefits these are likely to provide. We use the following process to work through current entitlements, forecast future income streams (with realistic expectations) and analyse current funding arrangements.
Initial Meeting
Step 1 - Initial discussions around financial objectives
Step 2 - Full Financial Fact-find including mortgages, pensions, investments, life insurance, income protection etc.
Step 3 - Full Pension Fact-Find
Adviser/Client
Step 4 - Information Gathering
Adviser
Step 5 - Financial Needs Analysis
Step 6 - Pension Needs Analysis
Second Meeting
Step 7 - Discussion of Financial Needs Analysis
Step 8 - Discussion of Pension Needs Analysis
Step 9 - Implement Agreed Strategy
Review in 12 Months
Step 10 - Changes in your world
Step 11 - Changes in the financial world
Step 12 - Updating requirements accordingly
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