Three paths — each one designed for a different starting point
Whether you are starting from scratch, sorting documents you already have, or improving systems within a care organisation, there is a Sagewell service that fits.
Back to HomeHow we work across all three services
Start with a conversation
Every engagement begins with understanding your situation. For individuals, that is a brief message or call. For organisations, it is an initial scoping discussion. No fee for that first step.
Confirm the right service
We describe exactly what each service involves and what it costs. You choose the path that fits. There is no upselling and no pressure to combine services.
Deliver and follow up
We deliver the service — guide, workshop, or consulting engagement — and follow up afterwards to check whether anything needs clarification. You should leave with something useful and clear.
Across all services, we review our materials and methods regularly — currently on a six-monthly cycle — to keep process information current and guides easy to follow.
Step-by-Step Process Map
A clear, printable guide that lays out the usual administrative steps people encounter when managing pension paperwork, presented as a calm checklist. Includes plain-language notes on what each common step involves. Suited to anyone who wants a sense of the overall path before they begin.
This is general process information only — not individualised guidance. The map describes the typical shape of the process; your specific documents and circumstances may vary.
What the Process Map includes:
- Numbered sequence of common administrative steps
- Plain-language explanation of each stage
- Notes on typical documents required at each point
- Printable checklist format for home use
- Space for personal notes alongside each step
Typical process:
- 1Contact us and confirm the service
- 2Receive your printed or digital guide within three working days
- 3Work through the guide at your own pace
- 4Contact us if anything in the guide needs clarification
Price
฿3,600
Per person, per guide
Guided Organisation Workshop
A friendly group session where participants gather and sort their own documents alongside facilitators, leaving with a tidy, well-labelled personal file. Includes a folder kit and a take-home checklist. Ideal for those who find it easier to work in company rather than alone.
This is purely organisational — facilitators help you sort and label what you have. They do not advise on entitlements, check documents for accuracy, or act as representatives in any formal process.
What the Workshop includes:
- Three-hour facilitated sorting session (small group, 6–10 people)
- Folder kit: binder, labelled dividers, document sleeves
- Take-home checklist for ongoing document management
- Refreshments provided during the session
- Accessible venue in central Hua Hin
What to expect on the day:
- 1Arrive with your documents (any order, any condition)
- 2Introduction to the sorting system and folder structure
- 3Sort documents at your own pace with facilitators nearby
- 4Leave with a labelled folder and checklist in hand
Price
฿9,000
Per person, includes kit
Operational Consulting for Care Providers
A consulting engagement for care homes and community organisations seeking smoother handling of residents' pension-related paperwork. Includes a process review and a written set of operational recommendations. Focused entirely on administration and workflow — not on regulated advice to individuals.
This service is for organisations, not individuals. We review how pension paperwork is currently handled within the organisation and suggest practical, implementable changes. We do not advise on the content of any resident's entitlements.
What the Consulting engagement includes:
- On-site process review (one to two days, depending on organisation size)
- Interviews with relevant staff members
- Written operational recommendations report
- Follow-up call to discuss the report
- Available to organisations in Prachuap Khiri Khan province
Engagement process:
- 1Initial scoping call to understand the organisation's needs
- 2On-site process review and staff discussions
- 3Written recommendations report delivered within two weeks
- 4Follow-up call to clarify and answer questions
Price
฿32,000
Per organisation engagement
Which service is right for you?
Use this table to find the path that fits your situation. You can always contact us to discuss if you are unsure.
| I am looking for... | Process Map ฿3,600 |
Workshop ฿9,000 |
B2B Consulting ฿32,000 |
|---|---|---|---|
| An overview of the process I can read at home | |||
| Hands-on help sorting documents I already have | |||
| A folder kit and labelling system for my paperwork | |||
| Support for managing a family member's documents | |||
| Process review for my care home or organisation | |||
| Written operational recommendations for staff |
Not sure? Get in touch and we will help you decide.
What holds across all three services
Document Privacy
Any documents you bring to a workshop remain yours. We do not photograph, scan, copy, or retain any personal paperwork. What you bring leaves with you.
Plain Language
Every guide, worksheet, and report uses everyday language. Technical terms are explained when they appear. We do not assume prior familiarity with administrative or pension-related terminology.
Regular Review
Materials are reviewed on a six-monthly cycle to reflect current publicly available process information. We note in each guide when processes may vary depending on individual circumstances.
Clear Scope
We are explicit about what each service includes and excludes. We do not provide personal advice on entitlements, act as representatives, or engage in any regulated professional activity.
Accessibility
Large print, clear type, and unhurried pacing are built into all our materials and sessions. We accommodate participants who need extra time or physical accessibility support at workshop venues.
Post-Service Clarification
If something in a guide or report is unclear after the service, you can contact us for clarification. We want the materials we provide to be genuinely useful, not just complete.
What each service costs
Prices are stated openly. There are no add-ons, no hidden charges, and no requirement to combine services.
Process Map
For individuals & families
฿3,600
- Printable process guide
- Checklist format
- Post-delivery clarification
Organisation Workshop
Most popular individual service
฿9,000
- Three-hour facilitated session
- Folder kit included
- Take-home checklist
- Refreshments provided
B2B Consulting
For care homes & organisations
฿32,000
- On-site process review
- Written recommendations report
- Follow-up call included
Not sure which service to start with?
Send us a message and describe your situation. We will suggest the most appropriate path and answer any questions you have before you decide.
Get in Touch