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Whatever your age or financial circumstances, saving even small amounts regularly will help you to manage your money and cope with unexpected expenses and emergencies.

We place great emphasis on understanding your needs and will help you choose a savings plan that is affordable, sustainable and achieves your savings goals. We take a three step approach to this.

  1. Decide your savings goal – you need to decide what you want to save for and if it’s a short, medium or long term goal or a combination.
  2. Think about your attitude to risk – we will review inflation risk, return risk and capital risk of the savings institutions.
  3. Consider how you will save – You need to balance your need for higher returns with your need to keep your money safe.

These needs can change over your lifetime. We will review this regularly to help you reach your savings goals as quickly as possible.