OUR VIDEOS

VIDEOS

We have partnered with Money Alive to bring you free access to their impartial, educational videos.  With our video resources, each financial topic is explained by a ‘box-set’ comprising of several short episodes.
You will hear from a range of experts, exploring a range of financial topics from Wills and Pensions to Business Protection.

This video outlines why it’s important to think about insuring the key people who are critical to your business, those who are responsible for your business’s success, in the event of them becoming critically ill or dying.
Shareholder & Partnership Protection and how to put an agreement and funding in place to manage ownership changes in the event of critical illness or death.

This box set explores the eligibility for NHS care, how to get a care needs assessment and financial assessment and how the local authority can help you with a caring assessment and in a caring role.

What are Power of Attorneys and why are they important?  Find out more about the different types and when and how you can use them.  Help on the considerations, and the qualities you should look for in an attorney.

What are Power of Attorneys and why are they important?  Find out more about the different types and when and how you can use them.  Help on the considerations, and the qualities you should look for in an attorney.

Are you considering transferring a final salary pension?
Watch these videos for the options available to members of final salary schemes who have preserved pensions and wish to review their benefits.

A guide to using your pension pot to provide a flexible retirement income. What do I need to consider when deciding the level of my FAD income?  What happens to my pension pot when I die?  How do I get the best FAD product for me and my circumstances?

A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity, inflation, Joint life annuity and Guaranteed death benefits.
Does my current pension policy include valuable income guarantees? How to get the best deal when buying an annuity.

The importance of reviewing your drawdown pension and the major factors to consider. Key factors to consider including your objectives, income & capital, risk, taxation, inflation and fund performance. Are you still comfortable with the risks you are taking and what alternatives do you have? What will happen when I die? What is the risk of me running out of money? What happens when I reach age 75? How might taking pension withdrawals impact on me if I am in debt or are eligible for means-tested state benefits?

A guide to using your pension pot to provide a flexible retirement income.