Informed by nearly 40 years on advising companies on employee benefits. Watch the entire set or pick and mix to suit the needs of your workforce.
Achieving financial stability and control
Income and spending examined
Saving and borrowing explained
Key questions to ask
Planning for the short, medium and long-term
Introducing assets, investment and risk
Income tax explained
Your tax code
National Insurance explained
Buying a property
Applying for a mortgage
Understanding budgeting, the law and other factors
Making a Will
Expressing your wishes, nominating beneficiaries
Lasting power of attorney
State pension snapshot
Different types of pension explained
Your pension options
Annual tax limits on saving
Carry forward explained
Lifetime allowance scrapped
Types of ISAs
Making the most of them
ISA’s for all ages and stages
Types of care
Deciding what care is appropriate
Funding care