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Pen Life Associates

Refer a Friend


If you have benefitted from support and advice from Penlife then why not let others know? Our Yorkshire-based, no-nonsense financial advice has been valued by our customers for over two decades.

You can refer a friend to Penlife. To say thank you, if we manage to book an appointment, we will send you a £50 reward! To invite your friends to join Penlife please kindly fill in the form below.

What Our Clients Say

'I have found my adviser warm, approachable, knowledgeable and accommodating. I know that I can contact her with any enquiries and they will be dealt with promptly and efficiently.'

Mr J Aldis

'If you want to feel totally confident and secure in the knowledge that your personal finances are in expert hands look no further. We know from our own experiences over 35 years Pen-Life are outstanding in all respects.'

Mr & Mrs B Western

'Thank-you for all the advice you gave me just at the right time. Everything is in place and the whole family is financially sound and settled. This couldn't have happened without your very well timed intervention and I can't thank you enough.'

Mrs J Hunsley

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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