Our Blog

Women in Financial Advice Awards – Pensionlite Finalists

We’re proud to announce that Sharon Purewal and Lorna Young, two of our Directors, have reached the finals of the Women in Financial Advice Awards 2020. This reflects the commitment they have both made to the company in making sure our high standards are maintained, and in many cases redefined in response to our clients’ feedback. The two finalists from Pensionlite will join some of the most successful women in financial services at the award ceremony that will take place in late

Pensionlite, a Member of the UK’s Top Financial Advisers Network, Quilter

We’re proud to be part of Quilter which this year achieved first place in the Financial Times Top 100 Financial Advisers list. The list takes into account many different aspects of success such as the growth rate of the advice business, how well-qualified the advisers are, how investment choices have influenced performance and more. Managing Director Mike Shaw is delighted with this news: “It’s great to be part of a successful group and gives

Brexit: How Your Financial Adviser Looks After You During Economic Instability.

Looking back at the economic crisis that unfolded in 2007, it’s clear now that the impact of events wasn’t limited only to financial markets. One may recall that the media at the time reported statistics that caused the hairs on the back of our neck to stand up and prompt us to replan our futures.  Financial institutions were for the first time in their history under scrutiny and the long-lived boom and bust cycle that we had

Seven ways to make the right choices at retirement

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. As you approach retirement you are probably going to have a few choices to make. Decisions about your retirement and how much you will need to live a comfortable life are important. At Pensionlite, our team of experienced financial advisers have the

An amazing year so far

It’s been a fantastic year so far for Pensionlite. Not only have we added to our team with more experienced advisers and paraplanners but we have raised nearly £7,000 for charity. All year our 12 months of charity campaign has seen us take on various physical challenges and events, including a 24-hour indoor rowathon, riding across Britain from Whitehaven to Newcastle and a hike across the picturesque Long Mynd. We have been supporting five amazing local charities; Hope House,

Five ways to take control of your retirement savings

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. If you are part of a workplace pension scheme, then saving for your retirement is a simple process. By making contributions from your salary your retirement savings go relatively unnoticed. But not all people are part of a workplace pension and