9th February 2018 - Tracey Payne

Withdrawing income in retirement

Thirty years ago, securing an income in retirement was relatively simple; collect years of service in the company’s pension plan and retire on a defined percentage of your final salary.  Today, for most, the risk and financial burden of securing a retirement income has shifted from companies and governments to individuals.  Turning investment assets into a stable income…

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19th January 2018 - Bertrand Pole

5.8 million renters have no plan B if they were too ill to work

New research from Royal London, the UK’s largest mutual life insurer, reveals that 5.8 million working private renters do not have a plan B in place to cover their rent if they or someone in their household became too ill to earn an income for three months or longer.  Worryingly nearly half (48%) of these people have never…

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17th January 2018 - Jennie Snooks

Is Open Banking Going to Revolutionise the way Financial Data is used?

Your financial information, such as what you spend and where, and how often you go into debt is private. It is information only available to you and your bank. However, this has recently changed with the introduction of Open Banking. Customers of nine of the biggest UK banks have received letters and emails in recent weeks…

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10th January 2018 - Jodie Richards

Brighton Half Marathon

On Sunday 25th February 2018, I will be taking part in the Brighton Half Marathon for the second year in a row to raise money for Chestnut Tree House, Herbert Scott’s charity of the year. Chestnut Tree House is a children’s hospice covering East and West Sussex and South East Hampshire.  They care for 300 children and young…

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22nd December 2017 - Ellen Wood

Herbert Scott’s Christmas Lunch 2017

On the 15th December, Herbert Scott went for an extravagant three course meal at the gorgeous Gravetye Manor in West Sussex for our company Christmas lunch. When we first arrived, we were greeted by two lovely young gentlemen waiting eagerly to welcome us and escort us inside, taking our coats and taking us to our private bar area…

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15th December 2017 - Hannah Bibby

Christmas Office Opening Hours

The festive season is fast approaching and we wanted to share our office opening times over the holiday period. Our offices will be closed from 12 noon on Friday 22nd December and will reopen on Tuesday 2nd January 2017 at 9am. In the event of an emergency during this period please contact David Herbert…

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15th December 2017 - Tracey Payne

Pack up your troubles in your old kit bag and smile, smile, smile…

Modern life provides us – some would say swamps us – with so much news, information and punditry, which focuses on the here-and-now, that it is easy to be overwhelmed with the feeling of doom and gloom.  The list of things to concern us is long and worrisome; Donald Trump leading the free world, a nuclear-armed North Korea;…

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5th December 2017 - Jacques Howell

Professional connections – Plumpton Races

On 23rd October 2017 Herbert Scott hosted a professional connections seminar at Plumpton Racecourse where we were joined by several local solicitors to enjoy an afternoons racing. The event followed the usual format, commencing with an interactive seminar led by Tracey Payne. This was intended to explain and explore the challenges of trustee…

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30th November 2017 - Ben Nolan

New Model Adviser Top 100 2017

Herbert Scott are delighted to announce that we have been named in the New Model Adviser’s Top 100 financial planning firms in the UK for the third year in succession. The top 100 is devised by New Model Advisor, which is an independent publication aimed at financial advisory organisations who are seeking to grow their businesses…

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24th November 2017 - Samuel Martin

Over two-fifths of elderly pension savers say they’ve been targeted by scammers

Nearly five million older people have been targeted in one form or another by scammers according to new research by Age UK. Which groups are most vulnerable? The charity has warned that older people are particularly at risk of being scams victims, with over two-fifths saying they’ve been a target.

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