Summary
Reviewing finances should be a regular occurrence. The finance sector is perhaps one of the few which changes so much and so frequently that knowing where you stand from one year to the next is impossible.
Interest rates change, insurance premiums go up or down depending on how much an individual company wants your business and investments may not be suitable any more or not be performing as well as you might think.See the full content of this document
Extract
Keep a Watchful Eye On with-Profit Funds
Few companies will alert you to changes which might be beneficial to you. Unless you do the research or allow an independent financial adviser to look after your affairs the years pass by, leaving you potentially wor...
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