Retirement literacy sessions overview

Our Programmes

Three paths, each at its own pace

Structured educational sessions on retirement literacy and pension information — designed to meet you where you are.

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Our Methodology

How our sessions are shaped

Each Latterly programme begins from the same position: that a thorough understanding of later-life planning — its vocabulary, its documentation, its structures — is a genuine advantage before engaging with professional advisers. We do not provide advice ourselves; we prepare participants to use advice well.

Sessions are built around small groups, practical materials, and a pace that suits the subject. We move through each topic carefully, return to earlier points when that is useful, and create space for questions throughout. The result is a different kind of familiarity — one that holds up when participants are sitting across a desk from a financial planner or pension specialist.

All content is general and educational in nature. Latterly operates as an educational and information service only.

Group format

Small groups, facilitated sessions

Materials

Included with every programme

Nature

General education, not personal advice


Orientation Workshop

Programme 01

Orientation Workshop

฿3,900 per participant

A relaxed group workshop introducing the general groundwork of later-life planning. Covers everyday budgeting literacy, the kinds of records worth keeping, and how to prepare useful questions before consulting a professional. Suited to those wanting a calm, structured first overview — no prior knowledge assumed.

What's included

  • Printed summary sheet for ongoing reference
  • Curated reading list to continue independently
  • Small group format with guided discussion
  • Approximately four hours, including a break

How it unfolds

1

Opening overview of later-life planning as a subject — what it covers and what it does not

2

Budgeting literacy and the records most people find useful when reviewing their position

3

A practical session on forming good questions for professional consultations

4

Q&A, summary sheet distribution, and suggested next steps

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Programme 02

Records Sorting Toolkit

฿15,800 per participant

A guided service helping you arrange your own planning papers using clear templates and a structured checklist system. Ideal for those who feel the subject is manageable but would welcome a calmer, organised approach to their own documentation. Supports the organisation of your own materials — does not assess or advise on those materials' contents.

What's included

  • Full template pack tailored to later-life documentation categories
  • One working session with a Latterly team member
  • Simple maintenance guide for ongoing upkeep
  • Follow-up check-in available by correspondence

How it unfolds

1

Brief review of the template system and what each category covers

2

Guided working session applying the templates to your own materials

3

Introduction to the maintenance guide and how to keep the system current

4

Q&A and optional written follow-up for any questions arising afterward

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Records Sorting Toolkit

Extended Literacy Course

Programme 03

Extended Literacy Course

฿32,600 per participant

A steadily paced course with structured modules, small discussion groups, and planning frameworks for a thorough, confident understanding of later-life planning topics. Aimed at those who prefer an unhurried, comprehensive path — and who intend to use that knowledge actively in subsequent professional consultations.

What's included

  • Full structured module set across the course period
  • Ongoing access to the group discussion channel
  • Periodic information updates throughout enrolment
  • Planning framework documents for personal use

How it unfolds

1

Foundational modules covering pension literacy, documentation, and general structures

2

Mid-course modules on planning frameworks, budgeting considerations, and case studies

3

Small group discussions — exploring how topics relate to different individual contexts

4

Closing module on using the knowledge gained effectively in professional consultations

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Decision Guide

Which session is right for you?

Use this comparison to understand which programme best suits your current position and what you are hoping to achieve.

Feature Orientation
฿3,900
Records Toolkit
฿15,800
Extended Course
฿32,600
Duration Half day (~4 hrs) One session (2–3 hrs) Multi-week modules
Printed materials
Template pack
Ongoing group access
Periodic content updates
Best suited to First introduction to the subject Organising existing documents Thorough foundational understanding

Across All Programmes

Standards that apply to every session

Participant privacy

No personal documents or circumstances are shared among the group or retained by Latterly after the session.

Content review cycle

All session content is reviewed on a rolling basis to maintain accuracy against current general guidance.

No incentivised referrals

Latterly receives no fees for referrals to any external professional service providers.

Plain language

Technical terms are explained rather than assumed. Participants leave with vocabulary, not just exposure to it.


Pricing

Clear pricing, nothing hidden

All prices are per participant, in Thai Baht. Materials are included in each programme — there are no additional fees.

Orientation Workshop

฿3,900

Per participant · Half day

  • Group workshop format
  • Printed summary sheet
  • Reading list included
  • General education only
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Records Sorting Toolkit

฿15,800

Per participant · One session

  • Template packs included
  • Guided working session
  • Maintenance guide
  • General education only
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Most thorough

Extended Literacy Course

฿32,600

Per participant · Multi-week

  • Full module set
  • Ongoing group access
  • Periodic content updates
  • General education only
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Get Started

Not sure which programme to begin with?

Send us a note and describe where you are. We are happy to suggest a sensible starting point with no obligation to proceed.

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