Anniversary Celebrations planned for Richard Jacobs Pension and Trustee Services Ltd

Richard Jacobs Pension and Trustee Services Ltd is marking its 30th anniversary in June by throwing its doors open to local companies and sole traders.

The Newcastle-under-Lyme based company has advised companies, organisations and individuals on pensions and savings since 1992.

The company’s offices, located at Brindley Court, Lymedale Business Park, will welcome visitors between 9.30am and 4.30pm on Tuesday, 7 June. Refreshments will be available throughout the day along with an ice cream stand, offering free treats, between 12 noon and 2pm.

The company’s founder, Richard Jacobs, who recently retired, after almost 50 years in the pensions sector, will be on hand to greet visitors.

Richard founded the company in 1992 and started the business from offices based in Marsh Parade, Newcastle relocating to newer offices at Lymedale Business Park in 2014.  Prior to 1992, Richard had worked as a sole practitioner. He built a formidable reputation in the industry and over the years and has been asked to act as an expert on TV  programmes and for the Daily Telegraph. Closer to home, for several years, Richard could often be heard on BBC Radio Stoke as a pensions expert.

The company now has three directors, Richard, Emily Small and Kate Barnard, supported by administration staff and para planners.

Emily, Richard’s daughter, who joined the company in 2007 and is a Chartered financial planner, is now the company’s principle Independent Financial Advisor. Emily said: “The continuing success of the company is built on strong foundations laid down by Richard. While he doesn’t work on a day to day basis now, he’s still a highly valued mentor and it’s fitting that he’ll be at the forefront of our 30th anniversary celebrations.”

Richard Jacobs Pension and Trustee Services Ltd offers a full range of investment services for companies and individuals, throughout the UK, with many based in North Staffordshire and South Cheshire.

 

Emily added: “There have been many changes over the years and, probably the most significant, was auto-enrolment in 2012. This led to many people getting into the habit of saving for retirement for the first time. Companies signed up in tranches with the biggest first and by 2020, over 19 million people (around 88 percent of eligible employees) were in a scheme, according to government statistics.  A more recent trend has seen a move towards ethical investing and we now offer pension and savings portfolios where money is placed in sustainable and eco-friendly funds.

“The pensions industry supports people with one of the most important decisions they are likely to make; that is, how do I ensure my future in retirement? We play a role in educating people on the need to save to achieve a comfortable retirement. Failing to save into a pension at an early age is one of our biggest financial regrets, with two thirds of over 50s wishing they had invested more when they were younger.

“In addition to our business activities, we actively participate, as a firm, in a range of community and professional organisations, including the Chartered Insurance Institute, The Finest and Future Finest Staffordshire professional service networks and the Six Towns Rotary Club.

“We’re hoping to share a fun day with clients on June 7, and staff, who are old enough, have been encouraged to bring in photos of themselves 30 years ago for a display.

The team have been researching events from 1992 – Whitney Houston had the year’s biggest selling song, Bill Clinton was elected as US President and John Major won a General Election in the UK.

Emily, Kate and Richard will all  be on hand should you have any questions or queries surrounding pensions or investments.