Plain-English guidance for every stage of getting ready.
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.
Giving the gift of organised: helping a parent get set up
One of the most useful things you can do for an ageing parent is help them get organised. Here is how to offer it, and do it, without it feeling like taking over.
How to organise your entire digital life (UK)
A complete guide to organising your whole digital life in the UK: accounts, files, photos, subscriptions, passwords and access, so nothing is lost or unreachable.
How to organise your life in a weekend
A realistic weekend plan for getting your life admin in order: what to tackle on Saturday and Sunday, in what order, so you finish genuinely sorted, not exhausted.
Household information organiser: build yours step by step
A step-by-step walkthrough to build your household information organiser this month, section by section, so your family can find the essentials in one place.