financial planning horizons

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LIFE STAGES

occupational pensions, redundancyAlthough the requirements of each person will differ, certain Lifestages can be identified where general needs and wants will be similar. These Lifestages are shown below.

LIFE STAGES

Minors
Young Adult
Students
Early Married Life
Married + Young Children
Middle Aged + Older Children
Pre-Retirement
Retirement

Financial Events

Financial Events


REMEMBER You should not use any information contained on this page as the basis of any action until you have discussed matters with your financial adviser.


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