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    Personal Financial Awareness

    Are You Properly Prepared for Your Financial Future?

    The first, critical step to controlling your finances is to be fully financially aware. Ask yourself these questions:

    • Do you know how much income you’ll have when you retire?
    • Will this be enough to meet your needs?
    • Are you protecting your assets properly?
    • Have you got a will?
    • Do you manage your current finances well?
    • Are you, or would you consider, investing?

    Financial planning should be about the here and now, not some time in the future, and this includes pre-retirement planning.

    Your personal financial affairs can seem complex, with state and company pensions to consider; deciding what to do with your pension pot; what to do if you’re borrowing; and how to invest your money. The good news is, we can help make it simpler for you, giving you the information you need to go on to make the right decisions for your financial future and the security of those closest to you.

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    Financial planning should be about the here and now, not some time in the future, and this includes pre-retirement planning.

    Your personal financial affairs can seem complex, with state and company pensions to consider; deciding what to do with your pension pot; what to do if you’re borrowing; and how to invest your money.

    The good news is, we can help make it simpler for you, giving you the information you need to go on to make the right decisions for your financial future and the security of those closest to you.

    Through employers across the UK, both private and public sector, we arrange accessible, easy-to-digest personal financial training courses, covering:

    Pre-retirement Planning
    Financial Awareness
    Wealth Preservation
    Lifetime & Annual Allowances

    Life circumstances can change over time, especially when you retire, and it is vital you understand the financial implications this change can bring.

    Better financial awareness can mean a more secure future, and a less stressful present for you.

    We offer fully independent, professional financial advice through our training courses, designed to help you gain control over your income levels and support the standard of living you want to maintain when you reach retirement.

    Talk to your employer, or, to find out more, contact Oak Tree Financial Training direct.