Life moments | Redundancy or career change
Facing redundancy or looking for a career change?
A change in your career, whether planned or unexpected, can be one of life’s most challenging transitions.
Redundancy or a shift in direction often brings a mix of uncertainty and possibility. With the right guidance, this can also be a valuable moment to take stock of your finances and realign your future plans with your new reality.
Key Benefits
- Know what your redundancy, benefits, and pension mean for you
- Stay on top of income, spending, and savings during change
- Plan for your next step—retraining, business, or a new balance
- Protect yourself and your family for whatever comes next
Our
Approach
We’ll take time to understand your situation — your priorities, responsibilities, and future ambitions. From there, we’ll create a clear plan to help you make confident decisions about your money, both now and for the years ahead.
Our advice may include:
- Reviewing redundancy packages, tax implications, and pension choices
- Assessing your short-term needs to maintain cash flow and cover essentials
- Repositioning savings and investments to match your risk comfort and goals
- Considering income protection and contingency planning for the future.
Whatever direction your career takes, we’ll help ensure your finances are ready to move with you — giving you the reassurance and flexibility to focus on what’s next.
