Have You Named Your Death Beneficiary?
October 10, 2024
This is an important task that all of us should be thinking about.
Have You Named Your Death Beneficiary on Your Pension? 📝
It’s a straightforward yet crucial step to ensure your pension goes to the right person when you’re no longer here. Have you taken the time to review your beneficiary nomination lately?
We often encounter individuals who have nominated a death beneficiary but haven’t updated their choice following significant life changes. For instance, many still have an ex-spouse listed on their policy.
This is an important task that all of us should be thinking about.
If you haven’t reviewed your beneficiary nomination lately, let’s have a chat. We're here to help you make sure everything is in order.
We're thrilled to be sponsoring the Prop Up Project SAFE Charity Glitter Ball
We can help!
A good retirement plan isn’t one-size-fits-all.
When was the last time you reviewed your pensions?
Start today!
Thank you to everyone for your support this year.
Hello, and a warm welcome to the November edition of The Financial Brew! As the days get a bit nippier and we find comfort in our favourite hot bevvies, we hope this newsletter finds you in tip-top condition. We're over the moon with all the positive feedback we've received from you and how much you are enjoying reading our newsletters. Your kind words make our day! This month, we're thrilled to share some exciting updates with you. We've been sprucing up our offices with fabulous new artwork, nabbed a prestigious award (and it’s a big one!), rubbed shoulders with a famous cricketer, and even rolled up our sleeves for community work with the Shrimps Trust. And if that's not enough, Tarnia had the incredible chance to be a sports commentator for a day! And, of course, there is, as always, helpful advice from us on all things pensions and investments. So, grab another cuppa, get comfy, and dive into all the fantastic stories we have lined up for you this November. Enjoy the read! Warm wishes, Annabel, Tarnia and John
Thank you, Jennifer.
Feeling a bit overwhelmed with all the adulting?
TP Financial Solutions are thrilled to be sponsoring Gwion Edward