The Importance of Financial Forecasting for Retirement
Scot Laing - Managing Director & MLRO
05 March 2025
Read articleNews & Insights
Highlights
Protection
Personal and workplace insurance policies in the event of sickness, injury or death.
Personal
Personal Life Cover
Pays a lump sum in the unfortunate event of death.
Critical Illness Cover
Pays a lump sum if you're diagnosed with a critical illness.
Income Protection Cover
Pays an income if you're unable to work through accident or sickness.
Workplace
Group Life Cover
Pays a lump sum if an employee dies.
Group Critical Illness Cover
Pays a lump sum if an employee is diagnosed with a Critical Illness.
Group Income Protection
Pays an income if an employee is unable to work through accident or sickness.
Business
Key Person Life Cover
Financial security for your business in the unfortunate event of death of a Key Person.
Key Person Critical Illness Cover
Pays a lump sum to a business upon diagnosis of a defined critical illness of the insured Key Person.
Shareholder or Partnership Protection Plan
Ensures surviving owners remain in control of their business.
Pensions
Simple plans for individuals and businesses.
Retirement
Discover what you can do with your pension.
Jersey
Guaranteed Income for Life
Use your pension fund to purchase an annuity to provide a guaranteed income for life.
Flexible Income
Take withdrawals directly from your pension fund via a Retirement Trust Scheme.
Pension Drawdown
Take unlimited withdrawals directly from your pension fund via a Pension Drawdown Contract.
Retirement Planning
A flexible, personalised plan for a stress-free retirement
Take cash
Unrestricted access to your pension fund.
Guernsey
Guaranteed Income for Life
Use your pension fund to purchase an annuity to provide a guaranteed income for life.
Flexible Income
Take withdrawals directly from your pension fund via a Retirement Annuity Trust.
Retirement Planning
A flexible, personalised plan for a stress-free retirement
Take cash
Unrestricted access to your pension fund.
About Us
Learn more about the pensions, savings and protection specialists with over 12,000 local pension members.
Personal
Personal Life Cover
Pays a lump sum in the unfortunate event of death.
Critical Illness Cover
Pays a lump sum if you're diagnosed with a critical illness.
Income Protection Cover
Pays an income if you're unable to work through accident or sickness.
Workplace
Group Life Cover
Pays a lump sum if an employee dies.
Group Critical Illness Cover
Pays a lump sum if an employee is diagnosed with a Critical Illness.
Group Income Protection
Pays an income if an employee is unable to work through accident or sickness.
Business
Key Person Life Cover
Financial security for your business in the unfortunate event of death of a Key Person.
Key Person Critical Illness Cover
Pays a lump sum to a business upon diagnosis of a defined critical illness of the insured Key Person.
Shareholder or Partnership Protection Plan
Ensures surviving owners remain in control of their business.
Pensions
Simple plans for individuals and businesses.
Retirement
Discover what you can do with your pension.
Jersey
Guaranteed Income for Life
Use your pension fund to purchase an annuity to provide a guaranteed income for life.
Flexible Income
Take withdrawals directly from your pension fund via a Retirement Trust Scheme.
Pension Drawdown
Take unlimited withdrawals directly from your pension fund via a Pension Drawdown Contract.
Retirement Planning
A flexible, personalised plan for a stress-free retirement
Take cash
Unrestricted access to your pension fund.
Guernsey
Guaranteed Income for Life
Use your pension fund to purchase an annuity to provide a guaranteed income for life.
Flexible Income
Take withdrawals directly from your pension fund via a Retirement Annuity Trust.
Retirement Planning
A flexible, personalised plan for a stress-free retirement
Take cash
Unrestricted access to your pension fund.
About Us
Learn more about the pensions, savings and protection specialists with over 12,000 local pension members.
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