What participants say after working with Latterly

The situation

A British expatriate had been living in Bangkok for twelve years with pension-related correspondence from three UK employers sitting in an unsorted box. He was approaching sixty and wanted to understand what he had before speaking to a financial adviser.

What happened

In a single 100-minute session, the documents were sorted into three employer folders, duplicate letters were identified and set aside, and a summary checklist was produced listing what was present and what he had not yet located (state pension forecast, one employer's annual statement).

The outcome

He left with organised folders and a clear list of what to request. Three weeks later he wrote to say the adviser meeting had been "twice as productive" because he arrived with documents already sorted by employer and year.

The situation

A Thai woman in her early fifties managed her retirement savings across two Thai providers and had started receiving correspondence about a former employer's occupational scheme. New documents were arriving regularly and she had no system for keeping them.

What happened

The toolkit was personalised during a 45-minute setup session. Categories were adjusted to reflect her specific providers. The annual review checklist was adapted so each provider appeared as a named tab rather than a generic category.

The outcome

Eight months after setup she reported that the system had held up — new correspondence was filed within a day of arrival and she used the review checklist once, in January, to check all accounts were active.

The situation

An Australian in his late forties knew he had retirement contributions in both Australia and the UK but did not understand the difference between the types, what documents to keep, or how they might be accessed in future. He wanted understanding before doing anything.

What happened

Over six evenings, the series covered the main categories of retirement documentation common in both countries, what each document type typically contains, how they are usually structured, and what gaps are worth filling. His specific documents were not discussed — the series used general examples — but the context was directly applicable.

The outcome

By the end of the series he had a clear picture of what categories of documents he should hold for each country and had used the resource pack to start gathering them. He booked a follow-up Overview Session two months later to sort what he had collected.