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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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