Our excited client support team was lucky enough to visit Rockliffe Hall this week for a tour and masterclass in customer service from the North’s only Five Star resort. Not only was this an excellent opportunity to get some hints and tips from an organisation operating at the cutting edge of customer service, but it was
Read more about why we spend so much time asking you so many questions, and what we do with the answers.
After a fairly low key budget earlier in the year we were expecting to see bigger changes in the Summer or Emergency Budget 2015 and we weren’t disappointed. We’ll be working through and speaking to clients about the impact of the changes, but in the meantime here is an overview of the key elements.
Read more about your legal obligation as an employer to provide a workplace pension, and some of the things you should consider in setting up your plan.
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 is right? Since Pension Freedom 2015 came into effect we’ve noticed lots of new pension-related myths. So here we are to bust them!
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 Planners made it all the way from St Bees in Cumbria to Saltburn on our bikes. On 15th May our team of Active staff and
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 children born between those dates were issued a cheque for at least £250 as an initial deposit for a special kind of savings account. These
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 the conversation (delicately, of course) towards what should happen in the case of your death. It isn’t a morbid fascination, in fact since new legislation
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 British Team and will be racing at the FINA World Championships in Kazan. This isn’t the first time Aimee has represented Great Britain – she
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 pot as well as changes in what happens to your money if you pass away open up a range of new options. Much has been
In November 2013 we changed our name to Active Chartered Financial Planners. Read more about why we did it. It has a great ring to it of course, but there is way more to our new name than the fact that it sounds good. Achieving Chartered Status was the culmination of a number of years
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 reduction in the Pension Allowance to £1million which had the biggest impact on our team. We will be working through the implications for our clients
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 challenge! On 15th May a team from Active will head off from the beautiful village of St Bees in Cumbria in order to tackle the
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 2015. That means you have a last chance to take advantage of the allowances provided to you by HMRC. Here is a quick rundown of
Deciding on the right mortgage for you is a tricky process, and can be an intimidating prospect. Our Advisers share their thoughts on some ways you can make it more straight forward…. Get clear on what you can realistically afford. What is your financial position, do you have savings in case of disaster, do you
Why not start 2015 by getting your finances in check! Our Advisers share their thoughts on some ways you can make it more straight forward…. Work out where you are financially – how much are you spending, what are you earning, what are your financial prospects. It may be hard to face sometimes, but the