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

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