Summer 2025 Newsletter
In this issue, we cover key topics related to retirement planning, financial security, and well-being.
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We discuss the $1.2 trillion migration of wealth as baby boomers transition into retirement, emphasizing the importance of sustainable income strategies. We also explore new-generation annuities that provide financial flexibility and security. Our newsletter highlights the significance of prioritising positivity for mental well-being and offers cybersecurity tips to help individuals protect themselves online.
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Other News & Insights
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Summer 2025 Newsletter
Stay up to date with practical financial insights, retirement planning guidance, insurance tips and market trends. This edition breaks things down in a simple, easy to read format so you can make confident decisions about your future.
Spring 2025 Newsletter
This Spring 2025 edition of Connect explores how changing interest rates, lifetime income products, and self-awareness can shape financial confidence in retirement.