Videos
We believe that everyone should have readily available resources, to help improve their financial knowledge.
So, weâve partnered with Money Alive to bring you free access to their interactive, impartial, educational videos covering key financial topics.
Each topic is explained by a âbox-setâ of videos comprising a few short episodes. So, grab a cuppa, put your feet up, enjoy each âbox-setâ and start learning!
Protect yourself from scams registration
In todayâs world people need to be more aware of scams than ever before. These videos will help educate you on the threat of investment and pension scams, and the steps you can take to protect yourself.
State Pension
For many people the State Pension is complex and confusing. In this video will find out key information such as State Pension age, how itâs calculated, where to go to get a forecast and where you can examine your National Insurance record.
Business Protection
If you own a business, itâs important to ensure it can continue if you are ill or die while you are still in charge. This box-set explains the implications for you, your business partners and family of not having protection in place, as well as the options available to you.
Pension freedoms
Pension Freedoms were introduced in 2015 and revolutionised the way you can take money from your pension. This box-set gives a brief summary of the changes, followed by more details information about the options available to you when you come to retire.
Final Salary
This comprehensive box-set covers the benefits of staying in a defined benefit/final salary pension scheme and explores the implications of transferring out to an alternative arrangement. It includes information on tax, risks, death, as well as other topics and case studies too.
Understanding Long Term Care
Many of us will need care in old age. However, the system is extremely complex and hard to navigate. This box-set provides you with invaluable information to help you understand more about the processes, funding and the options available to you.
Lasting Power of Attorney
Once youâve lost mental capacity it’s too late to set up a Power of Attorney. However, taking action now to set up a Power of Attorney means your loved ones will be able to make key decisions on your behalf if youâre not able to do so in the future.
Wills
Millions of people donât have a will. If youâre one of them it means the State, not you, will decide what happens to your assets and dependent children when you die. This box-set explains the importance of making and reviewing a will as well as some key considerations.
Drawdown Review
This box set is aimed at people who have withdrawn money from their pension via Drawdown. It covers all the key considerations you need to think about, including how your money is invested and how much you can sustainably withdraw each year.
Flexible income
If youâre considering using Drawdown to withdraw money from your pension this box-set is for you. It covers everything you need to know about the options available to you, the flexibility Drawdown offers as well as the risks and tax implications.
Contact us
If you have a query or would like to arrange a no-obligation consultation at our cost, please complete the form and weâll get back to you very soon.
