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Trust Mission
Harnessing the Positive Power of Money
‘Supporting the Implementation of Life Plans’
The second objective of the Trust Mission is to support the implementation of Life Plans. To ensure that those ‘very different outcomes’ are achieved and don’t simply remain an unrealised intention on the part of the Life Planner, a full package of support needs to be in place. This includes appropriate advice, bespoke services and all the necessary assistance to ensure that the key objectives identified within the Life Plan can be realised (albeit gradually over time) into an ‘Active Plan’, implemented within the ongoing process of life management and daily financial decision making.
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