Making a will helps ensure your wishes are followed and can make things much easier for the people you leave behind.
In around 11 minutes, this box set explains the benefits of having a will, what can happen if you don’t have one, and some of the important decisions involved in writing or updating your will.
The videos also explain the rules of intestacy and how these rules can differ across the UK.
Scams are becoming increasingly common, especially when it comes to pensions and investments. In just 4 minutes, this box set explains how scams work, the warning signs to look out for, and the steps you can take to protect yourself.
The videos are quick, practical, and easy to follow, helping you stay alert and make safer financial decisions.
You’ll also be directed to useful resources for further guidance and support.
Designed as a straightforward introduction to pension freedoms, this box set explains the main options available when accessing a defined contribution pension.
The videos cover drawdown, annuities, lump sums, taking your full pension pot, and leaving your pension invested. It also explains how tax works on pension withdrawals and highlights the risks of pension scams.
It’s ideal if you want a quick, easy-to-understand summary before exploring your options in more detail.
If you’re approaching retirement or thinking about accessing your pension, this box set provides a clear and balanced overview of your pension freedom options.
Through a series of short videos, you’ll learn about drawdown, annuities, taking lump sums, leaving your pension invested, or withdrawing everything at once. The videos also explain how pension withdrawals are taxed and how to spot and avoid pension scams.
You can also explore more detailed videos covering topics such as debt, state benefits, and real-life case studies to help bring the options to life.
Whether you’re new to investing or already have experience, this video box set explains investment risk in a clear and simple way.
The videos look at the potential rewards of investing as well as the possible downsides. You’ll also learn about important concepts such as diversification, inflation, financial goals, and keeping an emergency cash reserve.
The content is designed to help you feel more confident about investing and better understand the balance between risk and reward.
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.
In under 10 minutes, you’ll learn what ESG (Environmental, Social and Governance) means, how the FCA’s sustainability labels work, and how your investments can reflect what matters most to you.
It’s designed to help you feel more confident about your investment choices—whether you’re new to investing or reviewing your existing options. It can also help you prepare for more meaningful conversations with your adviser about where your money is invested.
The content is clear, practical, and easy to follow, so you can make informed decisions that support both your financial goals and your personal values.
Our wealth managers will take time to get to know you, then tailor a package that’s best suited to your needs – you can learn more about our various investment options here.
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