Sometimes you choose to make changes and at other times changes happen to you. Either way, good information, support and financial advice at the right time can help you make informed decisions that are right for you. Connecting our understanding of money matters, your needs and goals, and the right solutions forms our proven recipe for more financial success (and is at the heart of what we do).
Living a life of impact and making an impact in your life all starts with the kind of goals you set out to achieve. From weddings to anniversaries, births to birthdays, schooling to university, moving home or moving across borders – the right plan built on advice, informed by unrivalled insight, will connect you to it all.
Whether you place your money inside a pension or not, investing money is one of the main reasons people come to us for advice. Unfortunately, there are so many investment options these days that it can seem impossible to find the one that is right for you.
You may be starting a new job, changing employers, or getting ready to retire. For each of these important milestones in your working life, what your retirement looks like depends on:
You are never too young or too old to save for retirement. You just need to make a start. We are a trusted adviser in Jersey and Guernsey for a significant number of individual clients.
Our advisers will work with you to understand how much you can afford to save. They will also research any existing pensions you might have. We have unearthed pensions that people didn’t know existed and we’ve helped them use the money towards a long and happy retirement.
Our in-house investment offering, through Alexander Forbes Investments Jersey in partnership with Mercer, allows access to a unique mix of investment funds not ordinarily available to retirement trust funds in the Channel Islands.
Nobody wants to think about what might happen to their loved ones should they pass away, become seriously ill or have an accident.
Achieving your financial goals means that you have not only thought about this aspect of your finances but also put in place protection for you, your family, your loved ones or partners in your business.
It’s true that there are a limited number of insurers in Jersey who can offer Jersey residents the type of insurance cover that is needed. We have excellent relationships with the insurers available, and your adviser will work with you on the best solution for you based on your needs and affordability.
Member Insights – a survey analysing membership activities and behaviours towards saving for retirement
A total of 65% of members aged between 20 and 30 are expected to have a replacement ratio below 60% of pensionable income.
Medical Aid Insights – a comprehensive view of the performance of the South African medical scheme industry
How do you know which medical aid is right for your employees?
Manager Watch – a survey of retirement fund investment managers
How are institutional fund managers performing?