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STAGES OF THE PLANNING
PROCESS
Stage 1 Meet to
discuss how you see your future
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Times in your life when you expect to have major expenditure
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How you see your career developing and your income with it
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The age at which you would like to retire or semi retire
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Will you continue to live in the UK after retirement
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Will you require funding for children's school and university
fees
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By when you would like to have repaid your mortgage by
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Are you likely to downsize your property when you retire
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How much income you would like to have when you retire
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Are you likely to inherit
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What will your attitude to risk be with the component parts
of your savings strategy
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The amount you have available from your
current budget to invest for the future
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