Think of My Legacy as your modern-day biscuit tin – a trusted, familiar place to store your important personal information.
We understand that old habits die hard, so we’ve created My Legacy to serve as a tool to help you stay organised, with a clear record of your personal information and key documents.
Whether you need a quick reminder of your information, a small update to be made or the time has come to prepare for a conversation with your adviser. Whatever the need, you can be sure that everything you need, is right where it should be.
Set up your new traditional biscuit tin, today.
Please note: It is very important to keep this document in a safe place.