by Gretchen Betts | May 24, 2023 | Financial Planning, Vlog
May has been a busy month for Magenta, with working hours compressed due to Bank Holidays, and missing Mandy in the office (who is now back and easing her way back into a routine, recovering well!) Jamie attended the CityWire Impact Retreat, learning about...
by Gretchen Betts | Apr 19, 2023 | Vlog
Gretchen’s vlog this month covers the new tax year and flurry of activity surrounding finalising pension top-ups and making the best use of ISA allowances for last year, then looking to the new year, and ensuring all best planning is in place. In May Magenta will...
by Gretchen Betts | Mar 25, 2023 | Vlog
Gretchen’s vlog this month covers the recent budget delivered from Jeremy Hunt, focussing on the Pension changes, especially relating to lifetime allowances. You can read more about the budget in our blog by Jamie here Gretchen then discusses the recent collapse of...
by Gretchen Betts | Feb 21, 2023 | Death, Financial Planning, Magenta Team, Vlog, Wellbeing
Gretchen talks through the approaching tax year end, especially regarding unused ISA and pension allowances. More recently Gretchen has been asked how Magenta can help if a client passes away, whilst it’s not a cheerful topic, Gretchen covers the practical processes...
by Geraldine Strong | Jan 25, 2023 | Magenta Team, Vlog, Wellbeing
Gretchen’s vlog this month covers the recent offsite Team Magenta Workshop, where Company Values and Team Charter were discussed, including tools which can be implemented to deliver a better and more efficient service to enhance our client experience in 2023. Also, a...
by Gretchen Betts | Dec 15, 2022 | Vlog
Gretchen’s monthly Vlog is shorter this month, and covers the following topics: Magenta’s Economic Update Webinar Local Food Banks Christmas Update Please feel free to share this content if you think this could be of interest to someone you know, or your social...
