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What our clients say

"A useful session enabling me to gain a greater understanding of pensions."

Paper Financial Planning Booklet

Financial Planning Booklet



We will prepare a financial planning booklet for each workshop delivered.

Prepared in plain English and in an informal style, the booklets will encourage attendees to carry out actions discussed at the workshop, reinforcing learning and giving them a permanent aide-memoire to the topics covered.

The planners will also be made available digitally via the IFE website. Employees will also be able to find examples on the website of completed exercises contained in the booklets - to show how they work in practice.

The booklets guide employees through the various information needed to get the most out of the available modellers.

The exercises in the booklets effectively act as a bridge between the workshop and the modellers.

An example of a booklet is shown here.