Videos

Introduction to our video boxsets

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Pensions Freedoms

Drawdown Review

Flexible Income Boxset

Guaranteed Income Boxset

Understanding Long Term Care Boxset

Protect Yourself From Scams

State Pension

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Video Boxsets

It's been proven that videos are a powerful learning tool, but in our world keeping them up to date and interesting is a tall order which is why we have enlisted the help of Money Alive. Money Alive have created videos in bite size chunks to explain common financial concepts which are often complex, especially the first time you hear about them. These videos allow you to get more information either before or after your meeting and will help inform your decision making.

Why you need to sign up

To watch the videos, you need to sign up to make use of our Money Alive subscription. They are not available to the general public and you won't find them on Youtube.

As you complete each section there are opportunities to send us any questions you have there and then, while they occur to you.

You don't need to be an FMB client to sign up, please feel free to watch the videos. It's our goal to help as many people as possible to understand how to get the best out of their money.

Retirement Options Boxset

This video covers all the options at retirement; guaranteed income, flexible income, lump sums, taking it all, leaving it all, tax and scams.

Drawdown Review Boxset

Before we meet to discuss the level of income you are taking from your pension, have a look at this boxset.

Flexible Income Boxset

This set of videos explains the Flexi Access Drawdown arrangements to your pension, also known as FAD.

Guaranteed Income Boxset

These videos explain the pros and cons of switching your pension into a guaranteed income product such as an annuity.

Understanding Long Term Care Boxset

One of the most complex areas of financial planning, these videos explain what happens if you should need care for you or a family member.

Protect Yourself From Scams

Be informed about how scammers try to take your hard earned cash; watch our video.

How Does The State Pension Work

How will your state pension entitlement fit into your retirement plans? Watch our comprehensive video guide.

How we can help?

If the videos prompted any questions about your own financial plans, we are more than happy to have a chat, There is no charge for a first meeting. To learn more about how we can help, take a look out our personal finance page.

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FMB Financial Management Bureau Limited, Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Telephone: 01539 725855 Email: info@finman.co.uk

Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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Video Boxsets from FMB and Money Alive

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