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In your 20s, time is on your side – here’s how to make it count

03 February 2021 | General

There is more information at our fingertips than ever before. Yet, many people make the mistake of not adequately planning for retirement. This is the first article in a series of three looking at what readers at different life stages (20s, 30s, 40s) should be doing now to plan ahead for a comfortable retirement.

It just makes sense to do your life cover with the people you trust to do your Will

29 January 2021 | Estates & Wills

Thirty years ago, you would never have imagined that life cover would be sold over the phone, never mind online. It was the domain of revered men in suits and briefcases with jargon and phrases that made you think you needed a PhD in finance to understand what you were buying.

Life insurers predict fraud and crime surges for 2020 and 2021

27 January 2021 | General

Perhaps unsurprisingly, the life insurance industry has reported a rise in fraudulent claims during 2020, with other more sinister pandemic-related schemes likely to emerge in 2021.

Five steps to leaving a remarkable legacy

20 January 2021 | Estates & Wills

Despite the inevitability of your death, the subject of what happens after you’re gone is all too often ignored. Rather than leaving matters to chance – or the courts – estate planning should be seen as a life-long responsibility of reviewing and adapting your plan to ever-changing circumstances.

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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