News

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McCrea Financial Services are delighted to announce that our recognition for the Investors in People (IIP) Platinum award has been extended - the highest standard of recognition in people management that any company can hope to achieve. Read on to find out why we were awarded this and what it means to the company.

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Improvements in healthcare, sanitation, workplace safety and housing have helped to boost the average UK life expectancy. Combined with changing attitudes to age and ageing, some suggest that for those who enjoy good physical and financial health, ‘60 is the new 40.’ Find out how to make to plan to support the lifestyle that you want to in your later years.

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The Bank of England has raised the interest rate to 1.25% - the fifth consecutive increase since November 2021 as it continues to move against surging inflation. Find out more on how this may affect your current mortgage deal here:

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Having recently announced Common Wheel as our nominated charity partner for the year, we were delighted to be able to kick-off our fundraising attempts with our Annual Charity Golf Day at the Duke's Course, St Andrews on the 19th May, in which we were proud to raise almost £18,000 for this great cause. Read more about the day and how you can secure your place in next year's Charity Golf Day:

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The latest edition of our Financial Wellbeing Blog is now available to read. In June's edition, we give you the latest update from McCrea as we have exam passes in the team; we discuss the tax implications when withdrawing your pension, and our charity partners for the coming year are revealed. We also give you a chance to win a Dinner, Bed & Breakfast at the Kilberry Inn in Tarbert. For all this and more, read on:

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Whether you’re planning an early retirement or considering dipping into your pension savings to help ease the burden of the rising cost of living, it’s important to remember that pensions are classed as taxable income by HMRC. Find out how you can plan your pension withdrawals in the most tax efficient way possible by reading on: