Time saving for a busy professional

Catherine's story

Following various very senior roles at large financial sector firms, Catherine Atkins was appointed by her employer as a Trustee of the company pension scheme.

Catherine’s job involves worldwide travel and long hours, sometimes making it difficult to balance work and family life.

Although she has very good knowledge of pension and investment matters, Catherine is very short of time (and often, she admits, inclination) to give her own plans the attention they deserve.

As a higher earner, there are various complexities to Catherine’s situation.  This often requires detailed checks and calculations to ensure she isn’t unnecessarily caught by some of the “traps” that can apply to people with larger incomes.

Case Studies

The outcome

In the earlier years of our relationship, Catherine would ask, “How much money have you saved me and how much have I paid you?” More recently she has changed her viewpoint and she asks, “How much time have you saved me?”

Delegating planning and thinking about her financial future to us has allowed Catherine to focus on spending her downtime with her husband, young children and elderly parents.  She is safe in the knowledge that her financial plans are in good hands, with her trusted, qualified, professional adviser, accountable to her.

A pension is a long-term investment and the value is not guaranteed.  Any advice or considerations are personal to each individual’s circumstances.  The value of your investment and the income from it may go down as well as up.  Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.