A few small things may need your attention
Nothing urgent — just a handful of items you might enjoy quietly clearing.
Moments worth a look
2 things are worth a quiet moment.
None of this is urgent. Each one is a small step toward your financial life feeling clearer. We'll handle the work — you just decide what to do.
Open
3
Worth your attention
2
Already sorted
0
Your wishes, recorded
- An opportunity
Add a will to your file
No will document uploaded or referenced.
Gentle next step · Refer to estate planning partner - An opportunity
Add a pension beneficiary
Aegon workplace pension has no nominated beneficiary on file.
Gentle next step · Submit expression of wish form
Quietly tax-efficient
- An opportunity
ISA allowance still available
£8,800 of ISA allowance unused for 2025/26.
Gentle next step · Top-up before 5 April 2027