In the latest episode of the Retirement Reimagined series, host Maya Fisher-French speaks to Carin Meyer, Product Head of Wills and Deceased Banking, about the importance of having a will, especially when it comes to your retirement assets. 

Maya and Carin debunk common misconceptions, including the dangerous belief that "only wealthy people need wills," and explore the psychological barriers that prevent people from planning their estates.

Key topics covered:




The critical difference between how property and retirement funds are handled in your estate
Why intestate succession rarely reflects your true wishes
Smart strategies for choosing executors and managing estate costs
How to use testamentary trusts to protect vulnerable family members
 When and how to update your will as life circumstances change

This practical episode provides actionable advice for retirees and pre-retirees, emphasising that estate planning isn't just about assets - it's an act of love that prevents family conflicts and ensures your legacy aligns with your values.

Whether you're just starting your retirement journey or reviewing your existing plans, this episode delivers essential insights that could save your family from financial and emotional turmoil. Don't let poor planning overshadow a lifetime of hard work.

For more information on the retirement survey, click this link. 

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