Welcome to new team member Lacey Thompson, who has joined the company as an Apprentice Investment and Pension Administrator. Lacey has completed her A Levels and will be undertaking a Business Administration Level 3 Apprenticeship. Lacey's role will see her working closely with her new colleagues in the Financial Design team. Lacey Thompson, Apprentice [...]
By Caroline Anstee, Managing Director of Anstee & Co. In the autumn budget last year, important changes to pensions were announced. The main one hitting the headlines was that they will now be included in the estate for inheritance tax. This means that there could be a charge of 40% on the pension and [...]
By John Cossons, Mortgage & Protection Designer. Home-buying trends change. If you are retired or close to retirement, you may be thinking about buying a home for one of several reasons. This might include moving elsewhere, downsizing, or more increasingly upsizing your home or possibly helping your children or grandchildren to buy a property [...]
Charity Golf Day raises over £5,000. By Caroline Anstee, Managing Director of Anstee & Co. I would like to extend a huge thank you to all of you who supported our recent golf day. The weather was kind to us again, and I was pleased to see so many people. For those who missed [...]
By Rachel Efetha, Charter Financial Planner with Anstee & Co. Some companies are only concerned with paying minimum wage and setting up a NEST workplace pension scheme to tick a box. Whilst this works for some industries that require very little training and a high turnover of staff, like hospitality, it does not work [...]
It is only natural that after being with someone for a while that your finances become entwined. You will be surprised by how many financial products and agreements you will share with your ex-partner. These agreements may be in the form of a mortgage, credit card, car loan or even everyday utility bills. You [...]
By Rachel Efetha, Chartered Financial Planner with Anstee & Co. If you have taken out a Life Assurance, Critical Illness or Income Protection insurance policy within the last few years, the chances are that you have got some added extras in there, which may be worth exploring. Many policies allow access to a 24-hour [...]
Originally equity release was designed for older people who wanted to increase their income in retirement by releasing some of the equity tied up in their homes without downsizing. The equity release market is very competitive with lenders bringing out more innovated products that can offer more flexibility than before. These new products still [...]
It is quite easy to get confused about pensions. However, spending a little time to understand some of the key terms will help. This article aims to explain the key terms relating to pension and retirement planning that you may come across. We hope you find this "Pension Jargon Buster" guide useful. Final Salary [...]
Our tenth Charity Golf Day will be held at Wellingborough Golf Club on Thursday 2nd of October 2025. The event again promises to be a thoroughly hospitable and enjoyable day for everyone. Money raised from this year's Golf Day will go to the local charity, Northamptonshire Healthcare NHS Foundation Trust (NHFT) supporting healthcare across [...]
