We’ve partnered with Money Alive to bring you free access to their interactive, impartial, educational videos covering important financial topics.
Browse the videos below; each topic is a handy box set, comprised of several short episodes.
There’s something for everyone, so browse the box sets below, pick a series to start with and start learning.
This comprehensive box-set covers the benefits of staying in a defined benefit/final salary pension scheme and explores the implications of transferring out. It includes information on tax, risks, death, as well as other topics and case studies too.
This box set is aimed at people who have withdrawn money from their pension via Drawdown.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 should be withdrawing each year.
Pension Freedoms were introduced in 2015 and revolutionised how 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.
If you’re thinking of 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.
Using an Annuity to convert your pension into an income is still the right option for many people despite the introduction of Pension Freedoms. This box-set covers everything you need to know about buying an Annuity.
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.
If you own a business, it’s 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.
Lasting Power of Attorney
Once you’ve lost mental capacity it's too late to set up a Power Of Attorney. Setting up a Power of Attorney now means your loved ones will be able to make key decisions on your behalf if you’re not able to do so in the future.
Millions of people don’t have a will. If you’re 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 of the key considerations when drawing one up.