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Posts by Evie

Financial Advisers are Untrustworthy…

Mar 25, 2021

…that’s what a recent financial study undertaken by My Pension Expert suggests. The study discovered that over 50% of 2,000 participants believe this to be true – rising to nearly 10% more for those over 55. Given that this is the age when you can access most pensions, this is a real concern for retirement

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How to Handle the Markets Post-Brexit

Mar 19, 2021

At the end of January 2020, Britain officially left the EU (Brexit), meaning there would be new rules for how the UK and EU live, work and trade together. Although the UK voted to leave the EU back in 2016, it left investors worried and puzzled as to what to expect with regards to their

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There’s no better time to get Financial Advice!

Mar 15, 2021

Now that we’re finally starting to see a way out of lockdown and a route to ‘normality’, it’s a good time to reflect on 2020 and think about the things we can take away from the year that most can only describe as a nightmare. Only 3 months in, the global pandemic threw the UK

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The Regulatory Shift From The FCA

Feb 18, 2021

If you have read some of our articles or blogs before, you’ll know we have a lot to say about regulators.  And most if it isn’t complimentary. Yes, it’s good that there’s a lot more regulation nowadays (meaning most unqualified cowboys can no longer advise the unsuspecting public.). But is hasn’t made life any easier

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Adding Insult to Injury… The Pandemic’s Negligent Advisers

Feb 17, 2021

We can all agree that the pandemic was an unexpected blow to everyone across the globe. However, the silver lining saw communities joining together to support each other and helping out those in need. Some may think that the pandemic has made them realise the importance of good friendships and relationships, with many people turning

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PenLife 2021 Charity of the Year!

Feb 10, 2021

A couple of years ago, PenLife made the decision to support one local charity per year. Since that decision and with the kind help from our clients, we have raised £10,000 in 2019 for Dementia Forward and £3,000 in 2020 for York Mind. The time has come to unveil the PenLife Charity of 2021 and

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