Meet the Joneses Financial planning across the generations

The Joneses Keeping it in the family

Explore our purpose-written case studies and watch our webinars to find out how the Jones family plan for their future by taking advantage of the flexibility that pensions allow across the generations.

Topics that will be explored include:

  • Decisions following a DB transfer
  • Charity lump sum death benefits
  • Disqualifying pension credits
  • Contributions from death benefits
  • Assets on expression of wishes
  • Group connected party purchase

and more…


In 2021, we are delighted to be expanding our Meet the Joneses series to feature some highly requested and current topics. We will soon be revealing the new case studies, so watch this space.

To be among the first to hear updates about this series, join our mailing list.

Case studies

Read our intergenerational planning case studies


Watch latest our webinar to Meet and Catch up with the Joneses

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