financial wellness presentation_bct

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FUND YOUR FUTURE

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Page 1: Financial Wellness presentation_BCT

FUND YOUR FUTURE

Page 2: Financial Wellness presentation_BCT

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

Question and answer