Mission Progress

Alongside the Life Plan, Trust also provides the ‘Active Plan’ as the means by which the Life Plan is implemented. The Active Plan is closely aligned to the Life Plan but is also aligned to the six core sectors of the corporate financial world - Banking, Investments, Lending, Insurance, Tax Services and Legal Services. All necessary assistance that is provided to the ‘Life Planner’ to ensure that their Life Plan objectives are implemented is provided within each of these sectors. This means specialists and specialist services covering Pensions and Investments, Lending and Protection, and Tax and Legal. In addition, specialist services are also provided to assist clients wanting to make more informed and appropriate decisions regarding Banking and General Insurance.