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Pen Life Associates

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Got a question about financial matters? Maybe you want to know what the best investment plan is for your family or how to protect your money from inheritance tax. We’re here to help.

  • 01904 661140

  • 01904 466206


  • 3 Tudor Court, Opus Avenue, York YO26 6RS

Latest News


I am being asked this question more than any other at the moment: What’s going to happen with Brexit? The answer? I haven’t a clue. But then, neither has anyone else. It’s never been done before. But anyway, here’s what I think. I think we all (when I say we, I mean you) put too…
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An independent review on transferring a final salary (defined benefit) pension scheme (DB transfer) to a personal pension

Warning:  This is a long post about DB transfers that contains quite a lot of detailed information.  If you have zero interest in transferring a final salary scheme, or figuring out whether to do so would make sense in your circumstances, then this post isn’t for you.  You might as well go and find something…
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Travelling To Europe? Don’t forget your EHIC card

It’s holiday time and I just wanted to share with you the importance of getting a European Health Insurance Card (EHIC) before you go. One of our clients recently went on holiday to Spain with his wife.  Unfortunately, he had a heart attack there and was rushed to a local hospital.  Tragically, he died. They…
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