Session 1: wealth: where you’re at right now
1 Introducing your wealth check-up
Welcome to the wealth check-up sessions of your Midlife MOT.
This part of the course will help you understand:
- Where you’re at right now (Session 1). We’ll help you understand how well you’re managing your day-to-day finances and see if there are some simple changes that could have a big and positive impact for you. The recent sharp rise in energy prices and of other goods and services has reinforced the need to be completely on top of your household finances.
- Where you’re going next (Session 2). We’ll help you think about the next few years, make sure you’re planning ahead for the financial impact of future events and are prepared for pitfalls and surprises.
- Where you’d like to end up (Session 3). You’ll look ahead to your later life, pin down your ideal retirement lifestyle and make sure you’ve set a clear course towards it.
Watch the video where Legal & General’s Kath Photiou introduces the check-up and talks through what you’ll be covering in the first session.