In our opinion, everyone should have access to improving their financial knowledge.
To help you improve your financial knowledge, we’ve partnered with Money Alive. Bringing you free access to their interactive, impartial, educational videos covering key financial topics.
All of the topics are explained by a ‘box-set’ of videos comprising a few short episodes. So, put the kettle on, get comfortable, choose which box-set you’d like to learn more about and start learning!
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.
For many people the State Pension is complex and confusing. In this video will find out key information such as State Pension age, how it’s calculated, where to go to get a forecast and where you can examine your National Insurance record.
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.
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 details information about the options available to you when you come to retire.
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.
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.
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.
This box set is aimed at people who have withdrawn money from their pension via Drawdown. It covers all the key considerations you need to think about, including how your money is invested and how much you can sustainably withdraw each year.
If you’re considering using Drawdown to withdraw money from your pension this box-set is for you. It covers everything you need to know about the options available to you, the flexibility Drawdown offers as well as the risks and tax implications.
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.
Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct
Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762.
Registered address: 5A Harewood Yard, Harewood Estate, Leeds LS17 9LF
If our clients are not satisfied with the outcome of their compliance, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at the Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.
The value of investments and the income from them can go down as well as up, so you could get back less than you
invested. In the investment world, the past is not a reliable guide to the future.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore
restricted to consumers based in the UK.
Decisions should not be taken based solely on the content of the website and individual advice should be sought
first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect
the latest changes.
Cordiner Wealth is not responsible for the content of external links.
We understand that everyone has different needs. Which is why we want to let you know that we’re happy to meet clients both remotely and face-to-face, whichever is easiest for you.
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