Who doesn’t love a box set? They’re a great way to watch your favourite shows on your own terms –you can binge them all in one go, take your time, or even rewatch any bits you’ve missed.

They’re also a great way to learn about something new.

That’s why we’ve partnered with video platform Money Alive to offer you access to interactive, jargon-free videos that help you find out more about the most important financial topics, such as state pensions, how to transfer from a defined benefit scheme, or making a will.

Simply choose from the topics below.


Scammers are getting more and more sophisticated, particularly when it comes to targeting people online. However, there are some simple steps you can take to protect yourself. This video explains everything you need to know about pension and investment scams.


A lasting power of attorney is a legal document that allows you to appoint someone else to help you make decisions if you’re unable to because of an accident or illness. People often think they’re for ‘older people’, but incapacity can impact at any time. Having a Power of Attorney means that loved ones can avoid the significant time, effort and expense of approaching the Office of the Public Guardian to resolve matters when unable to access funds in difficult circumstances, especially where pensions are involved.

Take a look at the video to find out more.


Research shows that millions of people will die without making a Will. This means that the State, not them, will decide what happens to their home, investments and savings when they die. This video explains why it’s important to make a Will and to keep it up-to-date.


The state pension can be complex because not everyone gets the same amount. This video explains everything you need to know about the state pension including how it’s calculated, where you can find your National Insurance record, and where to go to get a personal forecast.


Most small to medium-sized businesses rely on a handful of people, but what happens to the business if one of those people becomes critically ill or dies? Business protection is a form of Insurance that helps the business to continue even if the worst should happen. Find out more.


Pension freedoms legislation came into force in 2015 and introduced much more flexibility in terms of how people could access their pensions from age 55. This box set gives a summary of the changes and explains more about the options available to you when you retire.


A guaranteed income, or an ‘annuity’, does what it says on the tin: it provides a regular income when you retire, in return for a lump sum. The income can last for the whole of your life or for a fixed term. This video explains all.


Flexible income, or ‘drawdown’, is a regular income that you can take from your pension and stop, start or change at any time. The difference between this and a ‘guaranteed’ income is that you get to leave the rest of the money invested, which means it has the potential to grow. Find out more.


If you’re drawing down your pension, it’s a good idea to review your account regularly. This box set will help you understand what’s considered as part of a drawdown review, such as how your money is invested and how much you should withdraw each year.


Personal protection is a vital component of sound financial planning and something which everyone should consider. This video explains what personal protection is, why it is crucial and its advantages, and provides a summary of the solutions available.

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