Plan your finishing date.
Know where you stand with your pensions and what it could take to step back from work.
You put a lot into the work. Let us help you look after the life it pays for. Your money, your family, your business and whatever comes next.
On the tools, running the business or planning to step back. Start with what matters to you.
Know where you stand with your pensions and what it could take to step back from work.
Put a plan behind your cash, ISAs and investments, with the right balance of access and long-term goals.
First homes, remortgages and moving, including self-employed and company-director income.
Life cover, critical illness, income protection and family income benefit, built around the people who rely on you.
Regular savings and Junior ISAs for the milestones ahead.
Look after what you have built and the people you want to leave it to, alongside your accountant and solicitor.
Pensions, profit extraction, shareholder cover, key person protection and planning for life after a business sale.
Workplace pensions, employee benefits, private medical cover and practical financial wellbeing sessions.
Investments can fall as well as rise and you may get back less than you invest. Your home may be repossessed if you do not keep up repayments on your mortgage.
Income protection can pay a regular benefit if illness or injury stops you doing your insured job, subject to the policy terms. It is not cover for a quiet order book or being out of work.
The deferred period is the wait before benefit becomes payable. Common examples include 4, 13, 26 or 52 weeks. A longer wait usually costs less, but you need enough sick pay or savings to cover the gap. We also check how premiums could change over time.
We start with your occupation, earnings and existing cover, not just the cheapest starting price. Read MoneyHelper's income protection guide.
A Wealth & Safety site day brings the conversation to your team. Before shift or at break, drop by the gazebo for a chat, an indicative quote and a private next step.
Visits are arranged with the contractor and follow site rules and induction. Quotes depend on individual details and underwriting. Personal or medical details are discussed privately.
Construction Sport brings people together away from the tools. Wealth & Safety is here for the financial conversations that matter off site.
Visit Construction SportTell us what is on your mind. The Pocknells Wealth Management team will get back to you personally.
We explain the options and any fees before you decide to go ahead.