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How to find purpose and get the most out of your retirement

£125.00£175.00

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Future guides are included for FREE on our Yardstick Membership packages. Click here to request details.

Managing finances is just one aspect of retirement planning. This useful guide explores some of the steps clients can take to get the most out of the next chapter of their life, such as thinking about their passions, prioritising their health, and setting aside time to socialise.

The guide also notes that effective retirement planning can offer peace of mind and mean clients can be confident in their long-term security, so they’re able to focus on what’s important to them.

We know that allowances, tax rates, and more can change. To ensure your guide is accurate, we will review and update the content, if necessary, when you place an order. That way, you can rest assured that your guide will reflect current legislation and add value to your clients.

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What happens after you order?
Terms & Conditions

The package includes:

  • The guide rebranded with your corporate colours, logo and contact details
  • If we have previously developed your website, or you take Yardstick Membership from us (our newsletter and blog packages), we will also add the guide to your website

After you have placed your order:

For existing clients:

We will:

  • Contact you if there’s information that we need
  • Update the guide content if necessary
  • Produce the guide
  • Send it to you for approval
  • Add it to your website.

For new clients:

We will:

  • Contact you to get the information we need
  • Update the guide content if necessary
  • Produce the guide
  • Send it to you for approval.

We like to keep things as simple as we can, but there are a few things you should know:

  • The guide is yours to use as you wish. There are no restrictions on how or where you can use it.
  • This is an electronic guide. We can provide final print files for an extra cost if you plan to print copies. Please contact us for more information.
  • The price includes reasonable amendments requested by your compliance department.
  • We’ll always do our best to deliver the guide to you as quickly as possible. However, delays sometimes occur. If this is the case, we’ll always keep you fully informed.
  • The guide is a one-off purchase. All information is correct at the time of purchase. Updated versions can be purchased in the future for a significantly discounted price.

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