WTS merger

Westerby Trustee Services Limited acquires Corporate & Professional Pensions Limited (CPPL)

We are delighted to announce our acquisition of SIPP company, CPPL. The completion of this acquisition means Westerby Trustee Services will experience a significant increase to our assets under management. Enhancing growth Commenting as the acquisition was announced, Westerby Group Managing Director Steve Harvey said, “We are delighted to announce our acquisition of CPPL. CPPL…

Managing Director Steve Harvey featured by The Leaders Council

Following Steve Harvey’s recent participation in the Leaders in Pensions podcast, he has been featured on the Leaders Council of Great Britain and Northern Ireland website. Their article can be found here: https://www.leaderscouncil.co.uk/news/westerby-trustee-services-chief-features-in-leaders-in-pensions-podcast The Leaders Council of Great Britain and Northern Ireland is a network of the most influential figures from across the country, and…

Investing in Non-Standard Assets

Most people’s investment needs for their pensions can be met through standard assets, however for some, a more diverse and potentially speculative investment strategy may be preferred. It is possible for a Self-Invested Personal Pension (SIPP) or a Small Self-Administered Scheme (SSAS) to invest into Non-Standard Assets, however there are a number of things to…

5 Steps of Retirement Planning

Some of the key areas to consider when planning for your retirement: 1. It is retirement planning, and not pension planning Under regimes of old, people were either lucky enough to be in their employer’s Defined Benefit/Final Salary pension scheme, giving them a guaranteed income for life, or they would use an invested Defined Contribution…

What is a pension pot?

‘Pension pot’ refers to the savings you build up in a certain type of pension known as a ‘defined contribution’ pension scheme. You and your employer (if you are employed) pay into the scheme and this builds up a ‘pot’ of money over time, which you can use to give yourself an income when you…