Our Thoughts: Page 10

2021 in review and outlook for 2022 with Brewin Dolphin

18th January 2022

We welcome Guy Foster, Chief Strategist for Brewin Dolphin as he takes a look at the highs and lows of 2021 and considers what the next 12 months could have…

Experienced paraplanner joins Active’s growing team

17th January 2022

We are thrilled to welcome another experienced paraplanner to the team as part of our continued period of growth. Jessica Wilkinson joins Active following a successful three and a half…

Planning for Retirement? Know Your Limits

6th December 2021

"We are all no doubt hoping for a comfortable retirement. The Government is naturally in favour of us building our own pension provision, reducing reliance on state support. However, much…

Pension Gender Gap: Young women need to save £185k more to reach the same retirement pot as men

6th December 2021

Recent research* from pension specialist Scottish Widows shows that women will need to save an additional £185k to enjoy the same retirement savings as men. This staggering gap is made…

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 retains Pension Transfer Gold Standard

9th November 2021

We are thrilled to have successfully retained 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…

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.

72% of over 65s do not have Power of Attorney, study finds

22nd October 2024

Advances in health care, and improvements in living and working conditions mean that life expectancy has improved over the last 40 years. However, there may come a time when you…

Welcoming two new appointments due to our continued success

7th October 2024

We are thrilled to welcome two new key appointments due to our continued success. Leanne Rogers, from Middlesbrough joins the team with three years’ financial planning experience, applying the attention…

Client survey results: confidence takes a hit, but retirement remains top concern

12th September 2024

Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…