Financial Planning on the UP?!
With George Osbourne dropping a Pension's bombshell this Tuesday methinks the public will be expected to become far more familiar with the 5 tenets of financial planning once they can access their pension funds as they wish....
Five tenets of Financial Planning:
- Establishing goals,
- Working out assets and liabilities,
- Evaluating your financial position,
- Developing a plan,
- Implementing it and then regularly reviewing it.