Posts by Lisa Sexton

Education planning starts now!

It’s that time of year again when parents very much feel the financial strain of the return to school and college.  And whilst September is traditionally associated with hugh expense, it is a timely reminder that to save all year…

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A Financial De-Clutter

Most of us will have heard of Marie Kondo this year and her de-cluttering methods which are based on the ability of all your belongings to spark (or not as the case may be!) joy. Only when they spark joy…

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What is a Defined Contribution Scheme?

A defined contribution pension scheme (DC) is an employer sponsored pension scheme, where Employers make pension contributions to a pension for employees who also contribute to the pension plan.   Such a scheme aims to give you sufficient income to live…

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The impact of starting pension savings early!

During our recent Auto Enrolment Seminar, Michelle Leacy of Zurich gave a short presentation on Investing.   One particular slide resonated with our audience that day as it clearly demonstrated the importance of starting to contribute to pension from an early…

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