The first, critical step to controlling your finances is to be fully financially aware. Ask yourself these questions:
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.
Expert and accessible financial training, giving people a clear picture of their financial options which enables them to take control of their finances.
