Financial planning: get active, have your say

To protect against unforeseen events, women advise other women to actively engage with their financial planning.

After the divorce or the death of the spouse come the financial surprises. This happens more frequently than you might think, as revealed by the UBS Investor Watch Study. In order to better protect themselves from unforeseen events, 62 percent of the women affected therefore encourage other women to take on a more active role in financial matters, such as joint asset management and personal retirement provision.

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The following steps will help you take a more active role in financial topics

Dealing with finances early on not only helps protect you from financial surprises. Each new stage in life brings new financial decisions and requirements. From the decision whether to pay into pillar 3 as soon as you start working and how to finance your own home to decisions on inheritance – in just a few steps women can take a more active role in financial matters:

Talk to your partner about finances
Understand your current financial situation
Think about your future financial wishes and needs
Actively increase and then maintain your knowledge about financial topics
Become a role model and talk to other women and your own children about finances