Planning with purpose: a practical guide to thoughtful pensions

Led by Castlefield Financial Adviser Pooja Shah, the session will demystify how pensions work, explain key regulatory developments, and highlight what these changes could mean for you.
The workshop is designed to be jargon free, easy to follow and non-technical. Whether you’re just starting to think about retirement or looking to make more informed decisions, the workshop will provide clear, actionable insights - regardless of your level of financial knowledge.
We’ll cover:

• Pension basics and how they work

• Recent changes to pension regulations and Inheritance Tax planning (and what this could mean for you)

• Key retirement planning considerations at different life stages

• How to invest your pension thoughtfully, in line with your personal values

• How your investment choices can support both long-term financial outcomes and your ethics
As specialists in thoughtful investing, Castlefield will also explore how you can invest for your long-term future while being mindful of the types of funds held within your pension. You'll discover how values-led investing and strong long-term pension performance can go hand in hand.
Please note attendee information will be shared with Castlefield for the purpose of managing this event only.
About Castlefield

Castlefield is an award winning, employee owned investment management and financial planning group proudly based in Manchester. Founded in 2002, the firm has grown alongside communities across the North, helping individuals, families and not for profit organisations make thoughtful, values led financial decisions. What sets Castlefield apart is its close collaboration with clients across the region to define what ethical investing means to them, and then translate those values into real world financial outcomes. As a CISI Chartered Firm™, Castlefield operates to the highest standards of trust and professional excellence. The firm has also been recognised with two Best Buy labels from independent ethical research publication ‘Ethical Consumer’, for its ethical financial advice and ethical investment funds. Castlefield’s part ownership by a grant making charitable foundation reinforces its purpose: to help clients achieve their personal goals while supporting the wellbeing of the wider community it serves. With deep local roots, strong Northern values, and a commitment to independence and responsibility, Castlefield gathers assets to do good. That’s why the firm is known as the Thoughtful Investor®.
About Pooja Shah
Pooja is a Partner in Castlefield’s Client Advice team and joined Castlefield in January 2017, bringing with her four years of prior industry experience. She has a longstanding interest in sustainable, responsible and impact investing, and was drawn to Castlefield by its ‘Thoughtful Investor’ approach. Her work centres on engaging closely with clients to understand their investment objectives, goals and personal values. She helps manage client portfolios and produces supporting research and reports to inform investment decisions. Pooja is a Chartered Financial Analyst (CFA) charter holder and holds a Master’s degree (MSc) in Finance from Manchester Business School. She also holds the CISI Investment Advice Diploma in Financial Advice. Outside of work, Pooja enjoys watching films, practising yoga, and exploring her passion for trying varied cuisines - both in the kitchen and dining out.