Summer 2025 Newsletter
In this issue, we cover key topics related to retirement planning, financial security, and well-being.
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We discuss the $1.2 trillion migration of wealth as baby boomers transition into retirement, emphasizing the importance of sustainable income strategies. We also explore new-generation annuities that provide financial flexibility and security. Our newsletter highlights the significance of prioritising positivity for mental well-being and offers cybersecurity tips to help individuals protect themselves online.
iNSIGHTS
Other News & Insights
Winter 2025 Newsletter
The Winter edition of Connect Newsletter covers a range of important information including life insurance premiums, interest for investment bonds and cyber safety, plus more!
Autumn 2025 Newsletter
This issue covers subjects such as the importance of being invested, building mental resilience and 5 top tips for financial wellbeing.