Tony Stevens
Finance Expert
Tony has worked in a vastly diverse array of areas in the pensions industry for over 20 years. Tony regularly writes for trade press, usually on topical and pensions pieces as well as acting as a judge at prestigious national events.
Tony is also a highly qualified Independent Financial Adviser in his own right. His mantra has always been “Hope for the best, but plan for the worst”, and believes that the biggest impact that an adviser can have on a client’s life journey is to take them on a journey from generally having little or no real idea of what their retirement will look like, to giving them the understanding of what their retirement looks like now, then helping them navigate a path to what they want their retirement to be.
Latest posts
SIPP Contribution Allowances
We all worry about the future and how our finances might look when we retire, and choosing the right investments for this is a must for you if you want to be ab...
Written by: Tony Stevens
December 12, 2019
Umbrella Company Pension Schemes
For many contractors in the UK, saving for retirement can often seem quite difficult as this line of work means your income can vary depending on the particular...
Written by: Tony Stevens
November 18, 2019
Frozen Pension Options
Many customers are now coming to us wanting to know what their options for a frozen pension are, and some of them even have multiple pensions of this kind. Fr...
Written by: Tony Stevens
November 18, 2019
Salary Sacrifice Pension Contributions
Salary sacrifice pension schemes can be a tax-efficient way to save for your retirement. However, to ensure you make the most of those benefits, it’s import...
Written by: Tony Stevens
November 18, 2019
Transferring Pensions Into One
Many people work for a number of different employers throughout their lifetime. That can result in employees having a number of pensions with different provider...
Written by: Tony Stevens
November 18, 2019
Pension Income: Lump Sum vs Annuity
There are several ways to make the most of your pension pot, though if you’re thinking of taking out an annuity for a steady income stream or a lump sum, t...
Written by: Tony Stevens
November 18, 2019
Life Insurance Tax Guide
Taking out a life insurance policy is one of the best things you can do to protect your family from falling into financial difficulties if you die unexpectedl...
Written by: Tony Stevens
November 18, 2019
Annuity Providers
If you’re planning to take your pension as an annual income, shopping around for the best deal could prove to be a savvy move, potentially giving you more cas...
Written by: Tony Stevens
November 18, 2019
SIPPs vs. ISAs
Both ISAs and self-invested personal pensions, known as SIPPs, are attractive options for investors, chiefly because of the tax benefits and the flexibility. Bu...
Written by: Tony Stevens
November 18, 2019
Do I Need Life Insurance Plans for my Children?
Buying life insurance for children is often marketed to parents as a means to save money for their dependants and protect their insurability later in life. Ho...
Written by: Tony Stevens
November 18, 2019
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