Using Trusts with Life Policies and Pensions

About This Video

  • Very few policies or plans are subject to the most suitable trust wording
  • Yet applying a trust to pensions and life assurance pay-outs can make a big difference to long-term outcomes
  • The animation explains this in easy-to-understand terms
  • The video is a compelling call to action to look at trusts and will work to inspire plan/policy holders to do so

Click here for the terms if you want to get this video in your branding.

 

Want to see the video? Complete the form below if you want to see a sample.