Advice for a secure future

Actions for your financial future
1. Invest in the future
Investing your money can help you build towards your retirement and goals.
Maximise your pension contributions for a comfortable retirement and diversify your investments to spread risk.
2. Have financial protection
Consider all the financial protection options to prepare for the unexpected moments that can have a big impact on your finances.
Knowing you and your loved ones are protected brings peace of mind.
3. Get advice from the experts
Knowledge is power. Take time to educate yourself on personal finance topics. The more you know the more confident you'll feel about making decisions.
Speak to a qualified financial adviser who can help build a plan and answer any questions you have.
The value of investments, and the income from them, can fall as well as rise. Investing for five or more years helps reduce the impact of market changes over time.
For more on how financial health affects personal happiness read the Schroders Personal Wealth Money and Mind Report 2025.
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