Financial planning and life decisions Videos
What is financial planning?
Financial planning is the process of understanding where you are now, where you want to get to, and what needs to happen to improve the chances of achieving it.
It brings together pensions, investments, tax, cashflow, protection, retirement income, estate planning and family priorities into one clear plan.
Explore our financial planning videos below for practical insights into financial plans, getting financial advice, retirement decisions and planning for your future.
What is a Financial Plan?
A financial plan brings together your goals, finances and future priorities to give you a clearer picture of where you are heading. In this video, we explain what a financial plan is and how it can help you make more informed financial decisions.
Five Things to Know Before Seeking Financial Advice
Before speaking to a financial adviser, it helps to know what to expect and what to think about in advance. This video covers five useful things to consider before seeking financial advice so you can approach the process with clearer expectations.
Do You Need a Financial Planner?
Not everyone will need the same level of financial advice, but there are times when having a clear financial plan and professional guidance can be particularly valuable.
This video looks at when working with a financial planner may help, from making important retirement decisions to understanding whether your money is on track to support the life you want.
Why Is a Financial Plan Important?
A financial plan can help turn your goals into practical financial decisions. This video explores why having a clear plan matters and how it can help you understand whether your finances are on track to support the future and lifestyle you want.
What Are the Benefits of Working With a Younger Financial Adviser?
Choosing a financial adviser is about finding someone who understands your goals and can support you over the long term. This video explores some of the benefits of working with a younger financial adviser and building a long-term financial planning relationship.
Should You Clear Your Mortgage Before Retiring?
Paying off your mortgage before retirement can provide peace of mind, but it isn't automatically the right financial decision for everyone. This video explores some of the factors to consider when deciding whether to repay your mortgage before you retire.
How Do I Know When I Have Enough Money?
Knowing when you have “enough” isn't simply about reaching a particular savings figure. This video explores how financial planning can help you understand what you need to support your lifestyle, future goals and long-term financial security.
Financial Advice Vs. Financial Planning
A financial plan helps bring together your money, goals and future priorities so you can see whether you are on track. In this video, we explain how good financial planning can help you make clearer decisions and give you greater confidence about the future.
