Our Thoughts

Spreading a little Active Spirit this Christmas

29th November 2021

We are so happy to spread some Active spirit among two Teesside charities by donating food and gifts this Christmas. For the past five years the team have donated money…

New legislation to protect pension savers from scammers

18th November 2021

A new law is being introduced to help protect pension savers from fraudsters.  The legislation, which was passed on 8th November gives pension trustees and scheme managers the power to…

Active successfully renews Pension Transfer Gold Standard

9th November 2021

We are thrilled to have successfully renewed the Pension Transfer Gold Standard for another year. The gold standard, delivered by the Personal Finance Society (PFS) is a voluntary code of…

Active: raising the bar

21st September 2021

When times are good, it’s relatively easy to be a financial planner, with very few clients ever challenging the service that they pay for.  However, when times are tough –…

Paul’s £6k finish line

20th September 2021

Nine long days away from his family; cycling over 100 miles a day, cold nights spent alone in a tent and a nasty collision with the back end of a…

Generation X faces waspi-style pension cliff edge

14th September 2021

MD Karl Pemberton is warning that 40-somethings are facing a potential pensions cliff-edge, akin to the WASPI crisis, if they don’t future-proof their retirement plans following the latest government announcement.…

Seeking professional financial advice gives you more in your pension pot

13th September 2021

Research by Aegon shows that people who seek pensions advice from a financial adviser have more in their pension pot than those who do not. The survey of 10,000 people…

A third of over 40s can’t retire when they want to

16th August 2021

Research by Canada Life reveals almost a third of over 40s plan to work beyond the state pension age. The research of homeowners over the age of 40 states that…

The importance of being chartered

26th July 2021

Our highly-coveted firm chartered status means we work to standards matched by only a tiny proportion of financial planning firms. Chartered firms must meet serious obligations; to retain our title…

Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Spreading a little Active Spirit this Christmas

29th November 2021

We are so happy to spread some Active spirit among two Teesside charities by donating food and gifts this Christmas. For the past five years the team have donated money…

New legislation to protect pension savers from scammers

18th November 2021

A new law is being introduced to help protect pension savers from fraudsters.  The legislation, which was passed on 8th November gives pension trustees and scheme managers the power to…

Active successfully renews Pension Transfer Gold Standard

9th November 2021

We are thrilled to have successfully renewed the Pension Transfer Gold Standard for another year. The gold standard, delivered by the Personal Finance Society (PFS) is a voluntary code of…