Our Thoughts: Page 11

Your Pension Myths – BUSTED!

17th June 2015

We understand here at Active that the world of personal finance can seem like a minefield - everyone seems to have an opinion, but how can you be sure who…

Coast to Coast – we did it!

10th June 2015

Snapped chains, shredded tyres, lost room keys…we had it all.   But in the end, despite all of the challenges along the way, a triumphant team from Active Chartered Financial…

Child Trust Funds – Now you can convert to a Junior ISA

10th June 2015

Do you have a child who was born between 1st September 2002 and 2nd January 2011?   If you do, then they probably have a Child Trust Fund (CTF).  All…

Who will inherit your pension?

12th May 2015

Next time you have a pension review and are expecting to focus your time on planning for a happy and well-funded retirement, don’t be surprised if your adviser moves on…

Congratulations to our Sponsored Athlete

28th April 2015

After a great performance at the British Swimming Championships in London in April we are proud to hear that our sponsored athlete Aimee Willmott has secured her place in the…

PENSION FREEDOM 2015 – What does it mean for you?

13th April 2015

This year on 6th April the UK saw one of the biggest changes in pension arrangements we have ever seen. Changes in the way that you can access your pension…

Budget 2015 Highlights

18th March 2015

We were watching the budget today with baited breath, particularly given the predictions around Pension changes and possible investment for the North of England.  In the end it was the…

Active and Friends do the Coast to Coast

16th March 2015

When you’re having a lie in on a Sunday morning, spare a thought for our team at Active Financial who will probably be out training somewhere for our latest fundraising…

Are your finances tax efficient?

10th March 2015

It’s that time of year again - we are coming up to the end of the tax year which this year means the end of the day on 5th April…

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.

Karl Pemberton appointed chair of new IoD Tees Valley branch

22nd July 2019

The Institute of Directors (IoD) has named our own Karl Pemberton, Managing Director as chair of its newly-formed North-East (South) branch. Karl’s career began at Yorkshire Bank in 1995, where…

Eight Key Reasons why women need to consider pension advice

22nd July 2019

Here our Liza Pontone, Chartered Financial Planner and recently appointed Ambassador for the Chartered Insurance Institute’s (CII) Insuring Women’s Futures programme explains why women who are drawing near to retirement…

Active named one of the North East’s best places to work

24th June 2019

We are celebrating again after being named by The Journal as one of the 50 Best Places to Work in the North East for 2019. A range of organisations from…