MySociety Autumn Edition

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04
Digital Legacy
Planning Investment Community Insurance
Savings &
Mortgages
Life is for living,
but you also need a plan
You’ve probably got plans for the
future - things you’d like to do,
places you’d love to visit or dreams
for your retirement. You might not
have plans for what will happen when
you’re no longer around or if you’re
unable to make important decisions.
Legacy Planning may be something
that’s never even crossed your mind
or maybe you just haven’t quite got
round to it yet.
We know that Legacy Planning can
seem a bit daunting. In reality, it can be
a positive, liberating experience and it’s
a really practical thing to do. Customers
often tell us that they wished they’d done
it sooner. It can let you get on with life
knowing that you’ve put plans in place
for the future and for those you’ll be
leaving behind.
As it’s so important to have the right
plans in place for you and your loved
ones we’re offering a free standard
Single or Mirror Will when you attend
a Retirement Review.
Our Retirement Review is designed
to help you prepare for a change in
lifestyle and make sure your finances
are in order, whether you’re already
retired or planning for life ahead.
For more information or for full
terms & conditions visit your
local branch, call 0345 600 6158
or visit
Free Will
offer Why it’s important to
plan ahead
Whatever your stage in life, it’s important
to think ahead. Legacy Planning lets
you to do just that. It allows you to relax,
knowing that your wishes will be clear
and you’ve done all you can to save
any unnecessary stress and worry for
those close to you. Through our Legacy
Planning service, we’ll work with you
to make sure everything you need is
included in your plans. Our legacy
advisers in branch are members of the
Society of Will Writers and are ideally
placed to ensure your legacy needs are
taken care of. We also encourage you to
discuss your plans with your family. That
way they’ll know what you want, and
have peace of mind that everything will
be taken care of.