Guaranteed Income

Guaranteed Income

If you’re considering buying an annuity, these short videos explain the key things you should think about before making a decision.

The box set covers topics including guaranteed income, inflation, options for partners and dependants, and how your health and lifestyle could affect the income you receive.

It’s designed to help you understand your choices more clearly and feel better prepared when discussing your retirement income options.


Flexible Income

Flexible Income

If you’re approaching retirement and thinking about using drawdown to access your pension, this box set helps explain how it works and what you should consider before making decisions.

Across 9 short videos, you’ll learn about the flexibility drawdown can offer, as well as important topics such as investment risk, tax, dependants’ benefits, and what happens to your pension when you die.

The videos are designed to help you better understand your retirement income options and feel more confident when planning for later life.


Final Salary

Final Salary Pension Transfers

If you have a final salary (defined benefit) pension and are thinking about transferring it, this box set helps you understand the pros, cons, and risks involved.

The videos explain the valuable benefits these pensions can provide, as well as what you may gain — and potentially give up — if you choose to transfer. Topics include retirement income, tax, flexibility, risks, dependants’ benefits, and what happens when you die.

The content is impartial, easy to understand, and designed to help you make a more informed decision about an important financial choice.


Cashflow Forecasting Services

Cashflow forecasting

Liquidity is essential when managing your financial lifestyle. Our Insignis cash management service has been designed to support this necessity alongside your current standing medium to long-term financial products.

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