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Capsafa launches financial life organiser as one in six will-holders say their family would not know where to find original copy
UK fintech startup Capsafa has launched a free financial life organiser to create a clear record of documents relating to pensions, policies, savings and property. Founder of the company, Dan Yorke, developed the service after watching his father “struggle to trace pensions accumulated across different jobs and businesses”, while also seeing how missing documents can delay mortgage applications. The platform,
Capsafa launches financial life organiser as one in six will-holders say their family would not know where to find original copy
UK fintech startup Capsafa has launched a free financial life organiser to create a clear record of documents relating to pensions, policies, savings and property. Founder of the company, Dan Yorke, developed the service after watching his father “struggle to trace pensions accumulated across different jobs and businesses”, while also seeing how missing documents can delay mortgage applications. The platform,
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