Households who came to sort their papers and left with a system

I came to the one-day session not knowing what to expect. My documents were in three different drawers and two folders that had no system at all. By the afternoon I had everything in labelled sections and a sheet that tells me exactly where each document type lives. It was practical in a way I had not anticipated. My daughter was relieved when she saw the folder.

One-Day Records Session

The literacy course was not what I expected — in a good way. I thought it would be someone lecturing about retirement planning. Instead it was a reading group where we worked through the actual EPF publications together. I finally understand how the statements are laid out and where to find the numbers I was always confused by. The discussion leader was patient and never pushed any particular interpretation.

Six-Session Literacy Course

We signed up for the couples programme because my husband and I had never sat down together to go through our paperwork. Rajendran came to our home and we spent the morning going through everything we had. By the end of the session, we had a shared system both of us understood. The follow-up sessions during the year helped us keep it updated when things changed. The folder at the end of the year is something we are glad to have.

Yearly Couples Programme

I was hesitant at first because I was not sure whether the one-day session would be worthwhile for a single day. It was. The structure of the morning helped me deal with documents I had been avoiding — particularly some older insurance receipts I was not sure I still needed. I came away with a folder system and a records map that is now on my desk at home.

One-Day Records Session

The literacy course moved at a comfortable pace. I had already tried to read the EPF materials on my own but found some of the terminology confusing. Working through them with a small group and a discussion leader made the structure much clearer. I would have liked a seventh session — there were materials we did not finish — but six weeks is a reasonable period to commit to.

Six-Session Literacy Course

What I appreciated was that they were very clear about what the programme does not do. There was no attempt to suggest we do anything with our records beyond organising them. That suited us. We wanted a system, not advice. The home visit was useful — Rajendran could see what we actually had and built the folder structure around that rather than assuming.

Yearly Couples Programme