My Money Matters

Toolkit

starting a new job

Starting a new job is a big change

Making decisions that affect your future self is easier if you know what matters most to you and what your goals are.

Leaving your employer

Keeping your savings invested in your retirement fund, instead of spending them, means they can keep growing.

Retiring from your employer

Retirement brings big life changes. Being informed and getting support will help you make the right decisions for you.

Other financial matters

Even small financial decisions you make every day can affect your ability to reach your goals.

Get the most out of your money

Here are some tools to help you explore ways to make your money and savings work for you and to give you the best chance of reaching your goals.

Watch

this video which shows how having the right support and advice can help you plan and achieve your shorter term and longer term goals

My Retirement Picture

you can take control of your future by building your retirement picture. Explore your retirement in seven fun steps

Contact us

GET HELP

Questions about a claim or processes:
Client Contact Centre: 0860 100 333 | ccrfadmin@alexforbes.com


Understanding your options or help making a decision based on your personal circumstances (advice):
My Money Matters Centre: 0860 000 381 | mymoneymatters@alexforbes.com