• Don't Pay Too Much - Why You Need To Review Your Contracts

  • Jun 18 2024
  • Length: 26 mins
  • Podcast

Don't Pay Too Much - Why You Need To Review Your Contracts

Listen for free

View show details

  • Summary

  • In the penultimate episode of Season 3, Sarah and Dennis discuss the importance of reviewing premiums and checking charges on financial contracts.

    We receive annual alerts when our car and home insurance is due for renewal. But our life assurances and savings plans tend to run quietly in the background. The direct debit leaving the account each month without much thought.

    Why aren't we paying more attention?

    Dennis and Sarah discuss:

    • Old with-profits bonds set up in good faith delivering shockingly poor returns
    • Life assurance contracts with overly high premiums
    • Pension plans invested in sub-optimal default funds
    • Investments subject to charges which significantly reduce their long-term growth

    With over 35 years in financial services, Dennis has all too often come across people whose finances have been detrimentally affected due to lack of review.

    When was the last time you reviewed yours?

    Useful information

    Host: Dennis Hall

    Host: Sarah Steele

    Contact us: ask@yellowtail.co.uk
    Show More Show Less
Show More Show Less

What listeners say about Don't Pay Too Much - Why You Need To Review Your Contracts

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.