Financial Advice

Our financial advice hub is here to keep you up to date with investment market insights and financial planning top tips

Environmental Impact
150 150 Jess Easby

This video looks at the Sustainable Development Goals that fall within the environmental category. This is concerned with the conservation of the natural world, as well as a companies energy…

Environmental Investment Funds
560 315 Jess Easby

How are the SRI portfolios helping to combat environmental issues? Each of the funds in our SRI portfolios invest in companies that are contributing to positive environmental change, or exclude…

Pension Drawdown
560 315 Jess Easby

You can usually choose to take up to 25% of your pension pot as a tax-free lump sum when you move some or all your pension pot into drawdown, from…

How does pension drawdown work
150 150 Jess Easby

This video highlights the options that you could have at retirement, specifically Pension Drawdown, what it means and the things that you need to consider when planning for your retirement.

The Golden Years?
560 315 Jess Easby

Be better off in retirement Imagine you’re retiring today. Have you thought about how you’re going to financially support yourself, and potentially your family too, with your current pension savings?…

SRI Fund Screening
560 315 Jess Easby

Negative screening Every fund in our SRI portfolios has a negative screen in place, as this is the fundamental factor that makes them SRI funds and includes: Avoid unethical companies…

How do we screen our SRI funds?
150 150 Jess Easby

We explain the process of how we choose our SRI funds. The funds we hold in our SRI portfolios must demonstrate a commitment to key areas of responsible investment, and…

How do we screen and choose our Socially Responsible Investment SRI funds?
560 315 Jess Easby

The funds we hold in our SRI portfolios must demonstrate a commitment to key areas of responsible investment, and that a socially responsible investment culture is intrinsic to their approach.…

Options at retirement
560 315 Jess Easby

Options at retirement Annuities – guaranteed income for life Flexible retirement income – pension drawdown Uncrystallised Funds Pension Lump Sum Combination – mix and match

Pension options video
150 150 Jess Easby

We outline the different options that are available at retirement including annuities, pension drawdown, uncrystallised funds pension lump sum and a mix and match approach.

a couple happy at their options at retirement
Pension options at retirement
560 315 Jess Easby

What can I do with my pension? Deciding how you want to start taking money. Due to the changes introduced by the government in April 2015, when you reach the…

Sustainable Development Goals
560 315 Jess Easby

The 2030 Agenda for Sustainable Development, adopted by all United Nations Member States in 2015, provides a shared blueprint for peace and prosperity for people and the planet, now and…

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