Socially Responsible Investment

Socially Responsible Investment

What is Socially Responsible Investment? Socially Responsible Investing (SRI), also known as sustainable, green, or ethical investing, is any investment strategy which seeks to consider both financial return and social/environmental good to bring about positive...
Thank you for your support in 2018!

Thank you for your support in 2018!

As 2018 is drawing to a close, we would like to take this opportunity to thank all of our clients and professional connections for their support this year. It’s certainly been an interesting year in the markets amidst political uncertainty, Brexit, Trump and trade...
World Mental Health Day

World Mental Health Day

Monday 10th December is World Mental Health Day and Springfield Financial are proud to have pledged our support for the ‘Don’t Lose It’ campaign, which focuses on the mental health of business owners and entrepreneurs. The Don’t Lose It initiative has been produced as...
Our 2018 Autumn Budget Summary

Our 2018 Autumn Budget Summary

The Chancellor delivered his Autumn Budget to Parliament this week and we’ve been paying close attention to the announcements and how they will impact on our clients. In this article, we’ve provided an overview of the key points for you. Pensions Lifetime and Annual...
Free Wills Month!

Free Wills Month!

Did you know that October is Free Wills Month? What exactly is Free Wills Month? Free Wills Month aims to bring together a group of well-respected charities to offer individuals or couples aged 55 and over the opportunity to have a simple Will written or updated free...
How To Avoid A Pension Scam!

How To Avoid A Pension Scam!

Pension scams can be hard to spot, and in this article, we wanted to provide you with more information as to how pension scams work, how you can avoid them and what you should do if you suspect a scam. Unfortunately, scammers can be articulate and financially...
The Powers and Duties of Trustees

The Powers and Duties of Trustees

The powers and duties of a trustee can be neatly categorised between: Dispositive – how, and in what circumstances, a trustee can distribute trust income and/or capital Administrative – how the trust is to be run When ‘running’ a trust, it’s a fundamental duty...