Our personal finances are too important to only consider now and then.
We need to be kept up to date on important financial deadlines, opportunities and anything else that impacts on our financial goals. To achieve this, we need to be digitally connected to our adviser.
CONNECT
The Centric Engage Pensions App transforms the interaction you have with your adviser. It provides 365 access to important adviser updates, videos, articles and new market opportunities, all delivered to your smartphone for you to review in your own time.
YOUR TO-DO LIST
The interactive to-do list allows you pick all those financial tasks that you have been meaning to do such as; consolidate old pensions, reduce the cost on your life insurance, get tax relief on income protection, educational savings etc. Just scroll through the lists of tasks or add tasks of your own and when selected just ping them off to your adviser to be actioned.
GET INFORMED
With Engage you have access to a wide range of tools and information to help you manage your personal finances. Monthly financial wellness updates, tax deadlines, investment opportunities, blogs, articles all available at your fingertips.
CHECK YOUR RISK
Check your attitude to investment risk with the online risk profiler. Just complete the online profiler and ping them off to your adviser to review.
WATCH
Engage provides access to a host of pension and financial videos from a range of financial topics which you can watch in your own time.
GET NOTIFIED
Turn on your notifications so your adviser can keep you updated with important deadlines and opportunities that arise throughout the year.