On Thursday, August 15th, Westerby Group proudly demonstrated their prowess at the Business Fives Summer Season event at the Goals venue in Leicester. Showcasing both competitive spirit and...
News
Westerby Group’s Spirited Team Olympics: A Testament to Teamwork
On Wednesday, August 14th, 2024, the Westerby Group hosted a successful Team Olympics day at Victoria Park. This event was more than just an afternoon of games; it celebrated teamwork, laughter, and new memories. Approximately 30 eager competitors from across the...
The Leaders in Pensions Podcast speaks to Westerby
Steve Harvey, Managing Director of Westerby, recently took part in The Leaders in Pensions Podcast. Over the course of the podcast he discusses his journey from Financial Adviser to Managing Director of Westerby. He also covers important issues such as how to handle...
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...
Can I buy a Property in a Pension scheme?
It is very common for a pension scheme such as a SIPP (Self Invested Personal Pension) or a SSAS (Small Self-Administered Scheme) to hold commercial property as part of the overall pension portfolio for both diversity and potential tax benefits. Types of Property In...
SIPP
Learn about how a Self Invested Personal Pension (SIPP) allows you to manage and choose your own investments.
SSAS
Learn about the advantages of a Small Self Administered Scheme (SSAS) to many small to medium-sized businesses.
Commercial Property
Learn about holding commercial property in a Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).