State Pensions

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Recent research undertaken by Money Alive shows the level of State Pensions knowledge is woefully low. To help address this we’ve produced a two chapter box set on this universally important topic.

The first chapter includes important facts such as State Pension age, how the benefit is calculated, and very useful information about patching up your National Insurance record if there are gaps. The second video, which the viewer has the option to watch or skip, includes more detailed information on the State Pension pre simplification in 2016.

The box set also includes links to two really useful government web resources. The first enables viewers to get a State Pension forecast, invaluable information for retirement planning. The second allows viewers to examine their National Insurance record and identify any gaps. As well as confirmation regarding watching and understanding, the viewing report also informs you if the viewer clicked on either of the links.

Send this to your clients to help them become more knowledgeable about this important aspect of pension planning. You can include a web form on your website too so visitors can register directly to view themselves. Web forms can work particularly well when used in conjunction with a social media campaign or to bring an article in a newsletter to life.

No aspect of retirement planning can be undertaken without knowing the exact details of a client’s state pension. So as well as improving your clients knowledge, this box set can help you save valuable time too.

Chapters

Chapter 1 - The State Pension (9 mins)

Find out how the state pension works and how it fits into your retirement plans. This chapter also covers how much the state pension is, when you get it and what happens if you choose to defer it.

Chapter 2 - State pension changes in 2016 (7 mins)

This chapter contains additional details about the changes made to the state pension in 2016 and their potential impact.

Total runtime: 16 mins

We look forward to seeing how advisers use this video journey as part of their client engagement and advice processes.

This content is coming soon. Please check back later.
See also