Yorkshire Building Society offers financial planning via video link

25 Sep, 2015

Reviewing and planning your financial future with a financial adviser is time well spent if you’re looking to get the most out of your money and to be able to look forward to a comfortable retirement.

For many people the biggest obstacle is a lack of time during the working day, so heading into town to see a financial adviser just isn’t feasible.

However we’re starting to see greater use of new technology enabling you to discuss your future financial plans via a video link in the comfort and convenience of your own home.

Yorkshire Building Society has just launched an innovative new service in conjunction with Legal &General, who already offer investments through its branch network.

Its customers will now have the opportunity to get advice in the comfort of their own home via a secure video link.

It’s simple to set up and can be accessed through a laptop or tablet and allows the advisor to show documents on the screen whilst discussing investment options with the customer.

Time is an increasingly precious commodity and we need to see greater use of technology to help people plan their future finances at a time and place that works for them.