Our Thoughts: Page 20

Three years on from Pension Freedoms…. What do we know?

16th July 2018

Back in 2015 when pension freedom reforms were introduced, there were predictions that people would use their entire retirement pot and we would have a spate of ‘Lamborghini’ pensioners.  We…

National recognition for Active’s very own Three Lionesses

2nd July 2018

More celebrations here at Active House after three members of the team were nominated for prestigious industry awards. Chartered Financial Planner Liza Pontone and Independent Financial Adviser Emma Cherrington (nee…

Active Chartered Financial Planners competes for national Employer of the Year award

23rd April 2018

Active Chartered Financial Planners is hoping to bring home a trophy in the Federation of Small Businesses (FSB) national awards. The Stockton-based firm, which has held the coveted ‘Chartered’ status…

Are you Active’s next Financial Planner?

5th April 2018

Do you consider yourself a leading Financial Planner? Are you Chartered or on your way to being Chartered? Would you like to work for the North East's Employer of the…

A record £63bn was invested into funds in 2017

3rd April 2018

With Andrew Gilmore, Chartered Financial Planner & Fellow (of the Chartered Insurance Institute) at Active Financial Planners. In 2017, investors put a record £63bn into investment funds, taking the total…

Meet the team: Ruth Conner

20th March 2018

It's our meet the team blog and it's Ruth Conner's turn! As Marketing Manager, Ruth works closely with the directors to implement Active’s marketing strategy. This includes managing the company’s…

Just 25% of self-employed people save in to a pension

13th March 2018

With Director & Chartered Financial Planner (Fellow) at Active Financial Planners, Paul Gibson. This month we came across some research that will be of interest to a number of our…

Active Financial Planners promotes flexible working within the region

13th March 2018

Stockton-based firm Active Chartered Financial Planners is calling for more businesses in the region to offer flexible working options to their staff. Active, which was named the North East’s Employer…

Meet the women who are helping to protect your financial future

8th March 2018

The financial sector is notoriously male-dominated. Although customer service and mortgage adviser roles tend to be filled by women, the more high-level and specialised roles still tend to go to…

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.

Women still cutting their pension contributions despite gender gap

16th April 2024

With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…

How much does a pension contribution really cost you?

8th April 2024

Recently we have seen an increase in the number of clients who are suddenly paying additional tax on their wage increase, or on their bonus at work – so why…

Happy New Tax Year! Important changes that may affect you

4th April 2024

Like many headlines, they are quickly forgotten, becoming the next day’s fish and chips wrappers! I can almost guarantee that this phrase will apply to Chancellor Jeremy Hunt’s March Budget?…