We want everyone to have the tools to help improve their financial knowledge.
So, we’ve 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 “box-set” of videos comprising a few short episodes. So, grab a cuppa, get comfortable, choose which box-set you’d like to know more about and start your learning!
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 detailed information about the options available to you when you come to retire.
Who is this video aimed at?
Anyone over the age of 45 looking to explore their pension options.
FREE | 22 chapters | 83 minutes
Lasting Power of Attorney
Once you’ve 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 you’re not able to do so in the future.
Who is this video aimed at?
Clients who would like to set up a power of attorney as a precautionary measure or in response to a medical diagnosis.
FREE | 4 chapters | 9 minutes
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.
Who is this video aimed at?
This box set is for any client (or their family) that needs to understand the landscape of the UK care system, including how it works and funding options.
FREE | 6 chapters | 29 minutes
Drawdown Review
This video box set contains impartial, unbiased information that educates them on how a drawdown review could impact their retirement income. Covering key areas such as risk and tax as well as scenarios such as death and running out of money, the box set offers a comprehensive explanation of drawdown reviews.
Who is this video aimed at?
Any adult, especially those approaching the age of 75 who has an upcoming drawdown pension review or is thinking about reviewing their drawdown pension.
FREE | 8 chapters | 30 minutes
Flexible Income
This box set covers the key factors and considerations about this approach including flexibility, risk and tax.
Who is this video aimed at?
Any adult, especially those that are approaching retirement, considering using a flexible drawdown pension as a retirement option.
FREE | 9 chapters | 30 minutes
Guaranteed Income
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.
Who is this video aimed at?
Any adult who is thinking about buying an annuity and includes information about inflation, joint life, and health and lifestyle.
FREE | 8 chapters | 29 minutes
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.
Who is this video aimed at?
Any adult who is nearing pension age and has a defined benefit pension.
FREE | 17 chapters | 72 minutes
Equity Release
The box set looks at the two main types of products, Lifetime Mortgages and Home Reversion and covers important topics including the amounts you can typically raise, eligibility, the advice process, and potential impacts on means tested benefits.
Who is this video aimed at?
Any adult who is thinking about releasing equity from their home.
FREE | 10 chapters | 30 minutes
Protect yourself from Scams
In today’s 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.
Who is this video aimed at?
Any adult with a pension. Especially those approaching 55 years of age.
FREE | 2 chapters | 3 minutes
State Pension
For many people the State Pension is complex and confusing. In this video, you will find out key information such as the State Pension Age, how it’s calculated, where to go to get a forecast, and where you can examine your National Insurance record.
Who is this video aimed at?
Anyone 45+ and especially those approaching retirement that needs to get a fuller understanding about the role the State Pension plans play in their retirement income planning.
FREE | 2 chapters | 15 minutes
Business Protection
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.
Who is this video aimed at?
Professional connections looking to review their business protection requirements.
FREE | 3 chapters | 10 minutes
Wills
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 key considerations.
Who is this video aimed at?
This box set is for any adult who has not set up a will or is currently looking to update their will to reflect a change in their circumstances.
FREE | 4 chapters | 11 minutes