5 Steps of Retirement Planning

    Some of the key areas to consider when planning for your retirement: 1. It is retirement planning, and not pension planning Under regimes of old, people were either lucky enough to be in their employer’s Defined Benefit/Final Salary pension scheme, giving them a guaranteed income for life, or they would use an invested…

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What is a pension pot?

‘Pension pot’ refers to the savings you build up in a certain type of pension known as a ‘defined contribution’ pension scheme. You and your employer (if you are employed) pay into the scheme and this builds up a ‘pot’ of money over time, which you can use to give yourself an income when you…

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Pension Awareness Week – 14th to 18th September 2020

Pensions are our passion! Tuesday 15th September 2020 is Pension Awareness Day. Various pension providers and pension advisers will be promoting a greater awareness of pensions throughout Pensions Awareness Week (14th to 18th September 2020), and Pension Awareness Live will be running live webinars each day, via their website: https://pensionawarenessday.com. To help promote Pensions Awareness…

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Minimum pension age set to rise to 57 from 2028

At present an individual can normally access their money purchase/defined contribution pension funds from age 55, other than due to ill health or where they have a protected right to access the funds before reaching that age. In 2014 the Chancellor announced that the Government intended to increase the minimum age for accessing pension funds…

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Westerby’s Covid 19 – Business Continuity Plan

Plans to ensure that Westerby can continue to deliver a normal or near-normal service during a period of prolonged “lockdown” as a result of the Covid 19 virus, and to safeguard our employees and their families, are now fully in place and operational. This involves a significant number of staff working from home however, unless…

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Westerby Staff Day 2019

  The Westerby Team gathered at the Curve in Leicester for our annual staff day yesterday. A huge thanks to Alex and everyone at the Curve for hosting a fantastic day, culminating in a wonderful production of Priscilla. We were very fortunate to welcome “Adventure Man” Jamie McDonald as our guest for the day; only…

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Westerby Investment Management Conferences Leicester’s Y Theatre

Westerby Investment Management will provide an insight into Intergenerational wealth planning Leicester’s Y Theatre on Wednesday (22nd May). Westerby Investment Management advisers will be joined by key investment strategists from Tatton who will give an insight into investment markets over the last 6 months with an outlook to October 2019. Westerby Investment Management Managing Director…

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