Meet the Joneses Financial planning across the generations

The Joneses Keeping it in the family

Pensions not only allow you to plan for your own future, but also help with your family financial planning and intergenerational planning.

Pensions can help clients with their family financial planning and intergenerational planning goals. Read our case studies and watch our webinars to find out how members of the Jones family use pensions to achieve financial plans across the generations.

We cover a wide range of pension technical topics, including:

  • Group property purchases and ownership
  • Structuring expressions of wishes
  • Succession planning for commercial properties
  • Third party contributions
  • Disqualifying pension credits

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Case studies

Read our intergenerational planning case studies


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