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Financial planning for women
We understand that sometimes women have different needs.
Financial planning for women
The generous tax treatment of pension plans make them a valuable investment vehicle for everyone when planning for retirement. However, due to typically lower pension contributions, longer life expectancy and the impact of divorce - women often do not enjoy the same retirement benefits as men.
In addition, many families do not consider the financial benefit women can contribute as full time homemakers - until impacted by illness.
Our holistic approach to Financial planning for women in these areas - enables us to tailor a solution for your individual needs.
Women and pensions
Despite longer life expectancy than men, pension entitlement for women is generally lower. Women typically have less opportunity to build up pension rights due to career breaks (caring for families), fewer working hours and breaks in state pension contribution.
Barclays WellWoman Plan
Incidences of cancer in women are increasing - but thankfully, so are survival rates. Regardless, coping financially if you need to take time off work for treatment or to rest is an additional worry you and your family could do without.
Divorce and retirement
Family and partnership patterns are changing, making independent provision essential for all. Indeed, women are more likely to suffer a reduction in retirement provision in the event of divorce.
Trusted experts
Our Financial planning Managers follow a five-stage cyclical process which begins with listening to you. They can assess your needs, build you a tailored financial plan and help you put that plan into action.
Relevant products & services
We have a range of financial solutions available that have been designed to help you realise your plans.
Find out more
Planning for your children
Retirement planning
Trusts and inheritance tax
Whole of life assurance
Critical illness protection
Private medical insurance
Healthcare plans
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