- Saving and Investments
- Online Services
- Investment Options
- Broker Support
- News and Views
- Service Support
Their Second Life. Their Way.
We want to support you by providing tools that will allow customers look forward to the future with confidence. The Second Life campaign can help you do just that.
Second Life Questionnaire
Help your customer discover what their Second Life will look like and plan for it financially.
This questionnaire helps customers think about what they want their Second Life to look like and what is truly important to them. Asking questions about the non-financial aspects of retirement allows customer to form a clearer vision of how they’ll spend their free time. The clearer their vision, the easier it is to provide them with the financial support they need to make their Second Life a reality.
End of Career Guidance Counsellor
We all acknowledge the value of expert advice when starting off on our careers. Now we know that it’s equally important to get the best advice later in life – be that mid-career or approaching the more traditional retirement age.
In the video below, meet Brian Mooney, our newest recruit who will support you in helping your customers with their broader preparations for retirement.
Second Life Webinars
The End of Career Guidance Counsellor will offer guidance on preparing customers approaching retirement for their second lives. This will be available via adviser webinars and directly to customers via customer webinars in the coming months.
Retirement Chats Videos
You now have access to a full suite of videos called Retirement Chats which show Brian in conversation with recent retirees who give great insight into their individual journeys from the end of their careers into their Second Life. Topics include the importance of:
- planning for retirement
- maintaining a sense of purpose
- nurturing support networks
- dealing with a health scare
- tips, motivation and good advice to inspire and energise your clients
View these in the Videos tab above
Second Life Guide
This guide breaks down the product and planning information customers need in the run up to retirement.
Retirement Hub for Customers
These videos and the Second Life tools are yours to share with customers on their journey to and through retirement; increasing the tangible benefits you offer to help people live their best life for longer. We offer these to your customers within a Retirement Hub available on our website.
The Second Life Service Team can help prepare customers for the Second Life they wish to lead, and make retirement something to look forward to by:
- answering common queries
- helping them prepare for some of the non-financial aspects of their Second Life
- reminding them it’s essential to interact with their adviser at this time
For more information, please contact firstname.lastname@example.org.
Watch our End of Career Guidance Counsellor in conversation with recent retirees, speaking about their individual journeys from the end of their careers into their Second Life.
Meet our second lifers by watching their stories below.
|William is now doing what he loves and starts every day with an easy heart.|
|A lightbulb moment is what led Grainne to her Second Life.|
|Roland’s Second Life has opened up more time to spend with the people that mean the most.|