Category: Uncategorized

Passing on pension benefits

Providing for your loved ones after your death

If you’ve spent a lifetime saving for retirement, you’d probably like any remaining money to go to a loved one after your death. But whether pension benefits are payable to a beneficiary, and how they’ll receive them, is dependent on the type of pension you’ve chosen and how you’ve accessed it in your retirement.

Advice matters

Life events that professional financial advice can help you navigate

In the current climate, we understand that you may be feeling worried about your work, your finances and what the future holds.

Critical factor

Protection for you and your loved ones

What would life be like if you were diagnosed with a serious illness? Things could change very suddenly. You’d get your family together and tell them what was going on. Before long, you’d start spending time in hospital for treatment. You may also need to take some time off.

Investing for your child’s future

Even small amounts can build up a substantial nest egg

Decided it’s time to start saving for your little one? Putting money aside for your child is a great way to prepare them for their future, and can also teach them valuable lessons about their managing their finances.

Generation COVID-19

Financial support to younger members as a direct result of the pandemic

The coronavirus (COVID-19) pandemic has led to more people supporting younger family members financially. New research shows that 5.5 million older family members expect to provide additional financial support to younger members as a direct result of the pandemic[1].