8 September 2020
Brewin Dolphin, the wealth manager, has announced its sponsorship of Pension Awareness Day and Pension Awareness Live Week , the annual campaign run by Pension Geeks to help raise awareness and understanding of pensions, money and wellness.
Pension Awareness Week Live will take place as a virtual event between Monday 14th and Friday 18th September, with the official Pensions Awareness Day being 15th September.
Each of the days will give members of the public the opportunity to view live webinars on money topics, engage in one-to-one chats with a guider, submit questions via a chat bot, plus access to financial wellbeing related blog content, watch helpful videos and animations and access useful FAQs.
Richard Harwood, financial planner at Brewin Dolphin will host a live session at 09:30 on Wednesday 16 September on ‘Have I got enough to retire?’ followed by a Q&A.
Robin Beer, CEO at Brewin Dolphin, said:“The good news is that people are generally living longer but this brings with it financial challenges. The more initiatives there are to help inform and educate people, so that they can plan for a long and happy life, the better.
“Pension Awareness Day and Pension Awareness Week Live are great initiatives that have been building over a number of years. We need to get people more engaged with their finances and understand that if they save a little and often from a younger age, than they will reap the benefits. For those that haven’t focused on long-term saving, and are perhaps a little older, all is not lost, taking advice so you can understand how much you will need in retirement, and what you currently have, is a great step forward and allows you to take control of your future.”
Jonathan Bland, Head Geek, Pension Geek’s, added: “We started Pension Awareness Day back in 2014 and since then it has gone from strength to strength. For 2020 we are back with one simple aim – to help with pensions, money and wellness. There is no bus this year, but we are hosting a virtual experience with an online platform. We’re so excited, there’s nothing as innovative as this currently in the market”.
For more information please visit: https://pensionawarenessday.com
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
Louise Dolan brewin@camarco.co.uk / Tel: +44 (0)20 3757 4982
Mia Carlin brewin@camarco.co.uk / Tel: +44 (0)20 3781 9242
NOTES TO EDITORS
Disclaimers:
- The value of investments and any income from them can fall and you may get back less than you invested.
- The opinions expressed in this document are not necessarily the views held throughout Brewin Dolphin Ltd.
- This information is for illustrative purposes only and is not intended as investment advice.
- Please note that this document was prepared as a general guide only and does not constitute tax or legal advice. While we believe it to be correct at the time of writing, Brewin Dolphin is not a tax adviser and tax law is subject to frequent change. Tax treatment depends on your individual circumstances; therefore, you should not rely on this information without seeking professional advice from a qualified tax adviser.
- Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444).
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £46.7* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £40.6* billion on a discretionary basis.
Our intermediary business manages £14.2* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service.
In line with the premium we place on personal relationships, we’ve built a network of 33 offices across the UK, Jersey and Dublin, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
*as at 30th June 2020