Financial Wellness presentation_BCT
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Transcript of Financial Wellness presentation_BCT
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FUND YOUR FUTURE
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Bille Cristiane Temanel
Pru Life UK Financial Consultant Jadeite Branch
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OUTLINE:
» Wellness
» Timeline of Your Financial life and where are you now in preparation for retirement
» Payday-to-Payday Treadmill
» The effect when Worrying Your Finances
» Stages of Life
» Financial wellness and the ways we can help you
» 2 types of savings
» Integrated financial plan
» Prulink and prulink funds
» Fund manager and our company
» Q & a
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Our fund manager – Eastspring Investments (Singapore) Limited
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About Prudential plc
Established in London in 1848, Prudential is the largest life insurance company in the United Kingdom and one of the leading insurance companies in the world – with operations in the United States and 14 markets in Asia
It has over 165 years experience in insurance and financial services
It is a major provider of life insurance, pension, and allied financial services
Listed on the London, New York, Singapore and Hong Kong stock exchanges
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Our mission:
Financial security
Financial literacy
“Doing well
by doing good”
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By the end of the 19th century, Prudential had become the leading life company in the UK.
1912Prudential paid claims for 324 passengers of the Titanic, nearly one fifth of all the passengers in the iconic ship that sank during its maiden voyage.
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About Pru Life UK
Established in 1996 as a life insurance company
Subsidiary of United Kingdom-based financial
services giant Prudential plc, with regional
headquarters Prudential Corporation Asia based in
Hong Kong
Among the leading life insurers in the industry
as of end-June 2013
Pioneered the sale of unit-linked or
investment-linked life insurance products in 2002
One of the first life insurance companies approved to
market US dollar-denominated unit-linked policies
*Based on informal CEO exchanges, in terms of first year premiums plus 10% of single premiums
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Bille Cristiane Temanel
0917-8157840
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