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
Find out how much you have saved up for retirement
login to our secure website
Investing for a goal
Whether you are saving for a goal,
diversifying your investment portfolio or bolstering your savings,
a unit trust (or collective investment scheme) can help you to reach your target.
Watch the introduction video below to find out what's in the My Money Matters toolkit and how to get around.
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