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Preparing for life after education

Empowering the next generation

Awareness and education are essential in achieving a successful financial future. Despite this the area is commonly overlooked, especially among younger generations, meaning many school leavers are often left without the requisite knowledge, skills and tools at the start of their adult lives.

Empowering the next generation and supporting them throughout their financial journey ties in closely with our purpose of building a secure and prosperous future for our clients and their loved ones.

By helping the younger generation feel more connected to money, building up their financial knowledge and understanding of the markets, we can play a role in the financial opportunities that support the unique needs of young people, wherever they are in their financial journey.

Our six-week programme is delivered in schools around the country and aimed at those currently studying for their level three qualifications.

What students will learn

  • Financing essentials including cost of life aspirations – education, pension, house, children.
  • Tax and budgeting as well as saving and investing.
  • Navigating key decisions including banking and credit - credit cards, insurance and loans. University costs and mortgages.
  • Principles of investing including risk vs. reward, responsible investing and asset class allocation.

We’re here to help

If you have a question and would like to speak to one of our experts, you can get in touch with us using the options below:

Email or phone

For all general queries:  

Contact form

Contact us by submitting the online form below and one of the team will get in touch.

Next Gen Mentoring Programme

The Next Gen Mentoring Programme in partnership with Rugby Centurions aimed to help young people maximise their potential.


Next Gen Mentoring Programme

Capital at risk

The value of investments, and the income from them, can go down as well as up and past performance is no guarantee of future returns. Investors may not receive back the amount originally invested. Investments and investment services referred to may not be suitable for all recipients.

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The value of your investments and the income from them can fall and you may not recover what you invested.