Skills Exercise and Financial Checklist

The Skills exercise and Financial checklist will be very useful in the Planning for Retirement workshop that you are attending.

You may not necessarily see the relevance of the skills for this workshop, however you will find they will be a useful part of our discussion.

To complete both the skills exercise and the financial checklist, please click the links below.

Once you have completed each one, click the submit button.  These will then be sent directly to you.

Please note that it is not expected that you will share any personal financial information.

Click here to complete the Skills Exercise.

Click here to complete the Financial Checklist.