WHAT WE OFFER

Three ways to bring order to your retirement documents

Each service is organisational or informational in nature. All are delivered in Bangkok, at a relaxed pace, with no advice given and no financial products involved.

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OUR METHODOLOGY

How we approach every service

Every Latterly service is built on the same foundation: we begin with what the participant actually has, not with an assumed ideal starting point. Documents are examined on their own terms — their type, their likely purpose, and how they relate to other records in the collection.

The goal is always a filing system or a level of understanding that the participant can maintain independently. We are not creating dependence on Latterly; we are trying to leave each person more capable of managing their paperwork than they were before.

Gather — understand what is present

Review all documents brought, identify categories and gaps.

Label — assign clear, consistent names

Apply the filing methodology so records are findable later.

Understand — explain what each document is

Plain-language context for each document type, without advice on what to do with it.

Maintain — set up a system that holds over time

Annual review prompts and clear categories so the system does not fall apart when new documents arrive.

SERVICE 01

Paperwork Overview Session

฿3,700 per session

A relaxed, one-to-one session on gathering and labelling personal retirement documents into one clear, findable system. For anyone wanting a calm starting point with no assessment of individual entitlements.

Duration: 90–120 minutes, in person
One facilitator, one participant
Sorting documents into core categories
Plain-language identification of each document type
Handwritten checklist of what was found and what to locate
Your documents remain in your hands throughout

BEST FOR: Those who have a collection of retirement papers but have not yet sorted or labelled them, and want a calm, guided starting point.

Enquire About This Session

SERVICE 02

Personal Filing Toolkit

฿10,900 per toolkit

A structured set of folders, labels, and plain-language checklists to help keep retirement records tidy and current over time. Suited to those who like a maintainable system they can use independently. A tool for organisation only.

Pre-labelled accordion folder with 12 category tabs
Plain-language guide to each document category
Annual review checklist (for use each year independently)
Quick-reference card explaining common document terms
One 45-minute setup session to personalise the system
Email follow-up support for 30 days after setup

BEST FOR: Those who prefer to manage their documents independently and want a reliable, self-maintaining system with clear categories.

Enquire About This Toolkit

Neatly labelled filing folders and checklists

Small group around a table with printed materials

SERVICE 03

Information Evening Series

฿27,000 per enrolment

A series of accessible evening sessions and printed resources explaining, in general terms, how common retirement documentation is usually organised — with time for questions. For those who want broader understanding before consulting a suitable professional. Informational only.

Six evenings across three weeks (two per week)
Maximum 8 participants per cohort
Full printed resource pack (approx. 60 pages)
Open Q&A built into each session
Topics: pension types, state entitlements, employer records, international documents, beneficiary designations, and filing basics
No personal records required — all sessions use general examples

BEST FOR: Those who want to understand retirement documentation more broadly before bringing their own papers to a session or adviser.

Enquire About the Series

DECISION GUIDE

Which service is right for you?

Feature	Overview Session	Filing Toolkit	Evening Series
In-person session		(setup)
Work with your own documents			(general examples)
Printed materials to keep		(full toolkit)	(resource pack)
Group learning environment
Suitable for complete beginners
Price (THB)	฿3,700	฿10,900	฿27,000

HOW WE WORK

Standards applied across all services

No document retention

Personal documents are not copied, scanned, or held. Everything leaves with the participant.

Scope boundaries stated upfront

Every participant receives a clear written summary of what Latterly does and does not do before any session begins.

Questions welcome throughout

Sessions are not timed demonstrations. Participants are encouraged to stop, ask, and revisit points as needed.

PDPA-compliant data handling

Booking and contact data is handled in accordance with Thailand's Personal Data Protection Act. Not shared with third parties.

Materials reviewed annually

Reference materials are checked each year and updated to reflect changes in document formats or common filing practices.

Post-session feedback collected

Every participant is invited to share feedback. This directly informs improvements to sessions and printed resources.

PRICING

Clear pricing, no hidden additions

SESSION

Paperwork Overview Session

฿3,700

per session

90–120 min in-person session
Document sorting & labelling
Handwritten summary checklist
One-to-one, no group setting

Enquire

Personal Filing Toolkit

฿10,900

per toolkit

Pre-labelled folder system
Plain-language reference cards
Annual review checklist
45-min setup session included
30-day email follow-up

Enquire

SERIES

Information Evening Series

฿27,000

per enrolment

Six evening sessions
Full printed resource pack
Max 8 participants
Open Q&A each session

Enquire

NOT SURE WHICH TO CHOOSE?

Send a message and we will help you decide

A short description of your situation — how many documents you have, what you are hoping to understand — is enough for us to suggest the most appropriate starting point.

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