Where is My Pension Being Invested?
A growing sense of social responsibility and increasing climate awareness has seen many people looking to shift their investment portfolios towards ethical and ESG (environmental, social and governance) funds.
How to Trace a Lost Workplace or Personal Pension
The most important part of planning for retirement is knowing how much money you will have available. Travel, healthcare, day to day living – these all depend on what you have saved and will have coming in from any pensions you may have.
What Does Being a Trustee Mean?
Perhaps you have been asked to be a trustee or maybe you are considering setting up a trust yourself – in either case, there are a few things you should know before deciding. We have put together a handy guide to cover the basics.
A Short Guide to Wealth Management
First of all, how do we define wealth management? On our own website we put it like this: “Imagine all of your assets, pensions, investments, cash as one big pot aiming to provide you with the standard of living you expect now and in the future.
A Financial Planner’s Frequently Asked Questions
If you have never consulted with a Financial Planner, you may not know what to expect, which is why we have endeavoured to answer some of our client’s most frequently asked questions here.
4 More Inspiring Hertfordshire Charities
At gpfm, we have always advocated supporting our community and our local charities.
Retirement Planning: Study Shows People Spend More Time Choosing a Car
Most of us think about what we’re going to do when we retire. Some dream of a cottage in the countryside, others imagine travel and adventure. Whatever your particular fantasy, they all have one thing in common: they cost money.
How GDPR Will Affect the Pensions Industry
The introduction of the General Data Protection Regulation (GDPR) in May 2018 represents the most significant change to how businesses handle data in over 20 years. The legislation places considerably more obligations on data-controllers, coupled with much stricter enforcement and penalty systems.
What Does a Lottery Win and Pension Pot Have in Common?
Turning 18 is a milestone for teens in many countries and Canada is no exception. To celebrate this special occasion, Charlie Lagarde of Quebec bought herself a bottle of champagne and a $4 scratch lottery card.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
2nd Floor, Hanscombe House, 52A St Andrew Street, Hertford, SG14 1JA
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
