State Pension
This video series includes important facts such as State Pension age, how the benefit is calculated, and very useful information about patching up your National Insurance record if there are gaps.
Pension Options at Retirement
This video series explores the different ways you can take your Defined Contribution pension as well as giving detailed information on drawdown, annuity, lump sum, and how tax is applied to pension withdrawals.
Final Salary
This video series covers the benefits of staying in a Defined Benefit scheme and explores the implications of transferring out. It also includes information on tax, risks, death, as well as other topics and case studies.
Flexible Income
Are you approaching retirement and considering drawdown as a way of taking some or all of your pension benefits? These short videos cover important topics including flexibility, risk, death, dependents and tax.
Guaranteed Income
Are you considering purchasing a guaranteed income? These short videos cover important things you need to think about if you are considering buying an annuity.
Personal Protection
If you are considering taking out or reviewing your personal protection policies, this video series covers the financial impact of illness, critical illness or death and how insurance can help.
Wills
This video series covers the importance of making and reviewing your will and some key things to consider when drawing one up.
Protect Yourself From Scams
This video series will help you spot potential investment and pension scams whilst also telling you what to do if you have even the slightest doubt about any offer being made to you.
Business Protection
This video series helps company owners, directors and partners understand the risk to their business where the owners or key employees are unable to work due to a critical illness or death.