Plain-English guidance for every stage of getting ready.
Life insurance: do you have enough, and who knows about it?
How to sensibly review whether your life insurance is enough, understand the main types, and make sure your family actually knows the cover exists.
Making a will: what to sort before you sit down
A plain-English checklist of what to think through and gather before you make a will in the UK, so the process is quicker, cheaper and gets it right.
One admin job a week: the low-effort way to stay on top
The lowest-effort way to stop household admin piling up: pick one small job a week. A simple rotating list that keeps you on top without a big catch-up.
Insurance brokers: turning renewals into year-round relationships
Renewals are a once-a-year touchpoint that keeps brokers transactional. Here is how turning them into a year-round rhythm builds loyalty and spots opportunities.
Net worth and document organiser: a simple way to start
A simple way to start organising your net worth and documents together, so you can see what you have, find what you need and keep it in one place.
The kind conversation: talking to family about ‘what if’
How to talk to your family about ‘what if’ questions, illness, death and being prepared, in a way that feels caring rather than morbid, with a free conversation guide.
How an IFA client cut review prep from hours to minutes
A short story about a financial adviser and client who turned the annual review from a document scramble into a quick, valuable conversation, and what changed.
Emergency information: the one screen everyone should set up
How to set up an emergency information screen your family or the emergency services could reach in a crisis, covering medical details, contacts and key information.
Money admin: subscriptions, renewals and staying on top
A simple money admin routine to catch the subscriptions and renewals quietly draining your account, tidy up recurring payments and stop overpaying.
A checklist to do with elderly parents when you visit
A gentle checklist of practical things to sort with elderly parents while you are visiting, from documents and access to health details, without a heavy sit-down talk.
One family’s ‘sorted’ resolution
A short story about a family who made getting organised their resolution, what they actually did and the quiet difference it made over the following year.
How advisers can add value between meetings (without selling)
Clients judge advisers on the long stretches between meetings, not just the annual review. Here is how to stay useful and visible without ever seeming to sell.