During a review meeting with one of our employer clients last week we offered to run a webinar for their employees and why so many of their employees over 50 the impact of Lifestyling on their workplace pension plan. “What’s lifestyling?” asked the head of HR for this 70 strong company “Pension lifestyling” I started to explain “is a […]
The other day I was asked a question. Tell us a story about how you add value when you conduct corporate work (the question particularly mentioned ‘pensions’ but the benefits are wider than this…). Now I love a stories. Listening to stories, learning from stories and telling stories…and I take any opportunity to tell a […]
Like most of the population my understanding of money didn’t come from learning about money at school. It also didn’t come from my home where conversations about money weren’t particularly common. I was lucky enough to, after a couple jobs which made me realise both hospitality and recruitment weren’t careers I wanted to pursue, get […]
Over the next few months on this Blog I want to share and showcase some of our professional partners. People we work with we know do amazing work and share our values. This blog is going to be the first article in an informal series of blogs highlighting the other professions and businesses we trust […]
Recently at Cervello we decided to produce a number of short videos explaining a little about what we do as a business. They’ll be short, hopefully sweet but will give you small bite sized tips on what you need to do to manage your money more efficiently… If you want to understand how we do […]
As an organisation many of our clients are business owners. We also tend to meet many business owners at networking events and referrals from accountants, solicitors, existing clients and professional introducer’s. One comment we therefore hear quite often is….”The reason I don’t save as much (or anything at all) as I should for my retirement is because […]
I believe that the role we take as professional financial planners is about ensuring that we work hard to ensure we can improve the financial situation of our clients by using our knowledge and expertise. I was recently asked on Twitter to effectively “put my money where my mouth is” and show how the work […]
During my working life I’ve had many job titles. When I was a lot younger than I am now, my first job was collecting glasses in a working mans club and I was called a ‘potboy’. In my late teens I had a number of part time temporary jobs while studying and most of the […]
Last Updated: 15:00 Thursday 09/04/2020 This is a quick update on pension questions I’ve dealt with and you may have. Its focus is on contract based (insurer / pension provider / master trust) DC workplace pension schemes. For DB and trust-based DC schemes pension schemes, please consult your trustee advisers or the Pensions Regulator guidance: […]
Amazingly we have already had a month of 2020, before we know it the daffodils will be in bloom and the lawn will need cutting. That also means that 5th April is just around the corner – for those not in the know that is tax-year end. It’s not an exciting date like 25th December […]