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Ashley and Philip discuss the financial planning needs of the "sandwich generation"...

Posted Wednesday, 28 January 2015, 4.52pm

Two of our financial planners; Ashley Magean and Philip Barnes, were approached by Aviva to discuss their experiences working with clients of the "sandwich generation". 

"Sandwich generation" is the term given to the generation of people who are caring for their aging parents while also supporting their own children.

Ashley and Philip seem to be naturals in front of the camera. You can watch them in action by clicking on the videos below.

 

In this video, Ashley covers the different protection needs that he often comes across when dealing with the sandwich generation. He touches upon term assurance and critical illness policies and also long-term care planning.

Video of Ashley Magean discussing protection needs for the sandwich generation

  

In this video, Philip focusses on the pension and retirement planning needs of the sandwich generation.

Video of Philip Barnes discussing retirement needs for the sandwich generation

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