welcome to insight4univerities

securing the financial future of education professionals

who we are

Insight4universities have been advising university professionals since 2001, addressing concerns such as overfunding of the Annual Allowance and issues regarding the Lifetime Allowance.

We believe that everyone should start planning for their retirement as early as possible and review their situation on a regular basis. If these points are not dealt with correctly, this can have a massive effect on their future financial freedom.

Are you concerned about your financial future?
Are you confident you can live the lifestyle you desire in retirement?
Do you need help planning for your retirement?
Are you concerned about your existing pension plans?

We are delighted to be working alongside – University College London, University of East London, St Mary's University, Newman University, Goldsmiths University of London, University of Suffolk, Imperial College London, University of Northampton, St George's University of London, Kings College London and the London School of Economics.

universityprofessionals

client testimonials

“The TPS and LGPS presentations given by Antony and Richard respectively were fantastic. They both knew their subject areas very well and kept staff engaged throughout the session.”

Florence Alozie

University of East London

“Very clear, answered all questions. Made sense of a complex subject.”

Senior Lecturer

University of East London

“A well-paced, interesting presentation which remained interesting for all individuals. Thanks.”

Development Tutor

Newman University

“I found this presentation very interesting and would love to have a one to one to look at my own personal situation.”

Senior Lecturer

University of East London

Antony Howard
“We are confident that a complimentary, one-to-one consultation with one of our pension specialists will put you in a stronger position for your future”

Antony Howard, Director

about us

Our pension specialists advise Lecturers and University professionals across the UK on their retirement plans.

financial-advisor

Insight4universities is committed to helping ensure that our University lecturers and supporting staff have the retirement they work so hard to achieve.

Our service is two-fold, we deliver a complimentary presentation within your University and also offer a one-to-one no obligation consultation with one of our pension specialists.

All of our Independent Financial Advisers are fully adept in all areas of financial planning, with an in-depth knowledge in retirement for University lecturers and supporting staff within the industry. We specialise in providing advice on the NHS, SAUL and USS Schemes.

We offer complete financial planning, including a Cashflow analysis report, helping you to take control of your financial future.

The cash flow process measures your income and expenditure both now and in the future, alongside assets and liabilities to allow us to visually demonstrate your retirement path.

our team of financial advisers

Your first step towards financial freedom...

Antony Howard
Antony Howard
David Smith
David Smith
Debbie Crossley
Debbie Crossley
Andrew Stephenson
Andrew Stephenson
Rachel Legg
Rachel Legg
Richard Beardsworth
Richard Beardsworth
Martin Jackson
Martin Jackson
Adrian Nunn
Adrian Nunn

our client relations team

Yolanda Fookes
Yolanda Fookes
Charlotte Bangay
Charlotte Bangay
George Spicer
George Spicer

our team of financial advisers

Your first step towards financial freedom...

Antony Howard
Antony Howard
Debbie Crossley
Debbie Crossley
David Smith
David Smith
Andrew Stephenson
Andrew Stephenson
Rachel Legg
Rachel Legg
Richard Beardsworth
Richard Beardsworth
Martin Jackson
Martin Jackson
Male Silhouette
Adrian Nunn

our client relations team

Yolanda Fookes
Yolanda Fookes
Charlotte Bangay
Charlotte Bangay
George Spicer
George Spicer

presentations

At these not to be missed informative presentations you will learn about and understand the impact financial planning has on your future.

It is never too early to plan for your retirement. Your pension is an important factor in your financial success, and these sessions will provide you with the answers you need to make vital choices regarding your future.

Our presentations last around an hour with time for a Q&A session at the end.

Our retirement presentation covers the following:

  • How to calculate your pension
  • Future over-funding in relation to lifetime and annual allowance
  • Buying additional pensions
  • Early retirement and its implications
  • Additional ways of boosting your pension
  • Other scheme benefits

Our Financial Awareness presentation also features areas where you may be able to save on taxation, and the tax saving benefits of an ISA. We will also be discussing how you may be able to save money on your mortgage. As well as educating and empowering you to create wealth for your future, you will also learn how you can protect your lifestyle, through understanding the importance of making a Will and effective estate planning.

presentation

upcoming presentations

insight4universities is coming to a university near you! Check out our upcoming presentation dates below!

DateLocationPresentation TypeTime
08/05/2019University of LondonMoney as they grow1:00pm
13/05/2019University of BuckinghamUSS12:00pm
15/05/2019London School of EconomicsLSE Power Presentation12:30pm

our companies

Say hello to the Insight group of companies...

insight financial associates

With our forward-thinking approach and combined professional experience, Insight brings together an unrivalled ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients. 

property investor partnership

We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth.  We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant. 

insight private finance

We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios. 

insight health solutions

We provide advice on insuring the health of clients, their families and employees. Rates for this type of valuable protection are affordable with the benefit of knowing that should you require medical help, you will have access to the best possible care and attention when you need it most.

foresight estate planning & will writing

We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney. 

insight accountancy services

We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order.

Make a booking

Book an appointment with insight4universities today!

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