Looking after your financial wellbeing

David Thomas and Leigh Dunkley of Schroders Personal Wealth  joined us to share their expertise and practical takeaways on looking after your personal finances during the COVID-19 crisis.

Before opening up to a Q&A on all money-related matters, they covered:

• Looking after your personal finances:
  • Options for managing any debt
  • Savings and investments
  • Income and mortgage protection
  • Property and mortgages
  • Retirement planning
  • Future-proofing: how to support loved ones if you’re looking to pass on wealth or assets
• The financial wellbeing cycle – from financial avoidance to financial stability
• The importance of understanding your finances and having a plan