40-years of excellence as Richard Jacobs celebrates Chartered status

Thousands of people across Staffordshire and Cheshire are enjoying a happy, affluent retirement thanks to pensions expert Richard Jacobs.

2019 sees Richard reaching 40 years as a Chartered practitioner in the pensions business, but at the age of 69, Newcastle-under-Lyme based Richard has no intention of penning his own retirement letter.

“I don’t work full time hours anymore, having gradually handed over the business management reins to my fellow company directors, Emily Small and Kate Barnard, but I still gain real fulfilment from ensuring clients get the best available advice,” said Richard.

Richard has been a pensions specialist since 1973 and achieved the gold standard as a Chartered Insurance Practitioner in 1979. He has gained a reputation as a leading expert on pensions and has authored many articles advising on pensions for national newspapers and the BBC.

He founded Richard Jacobs Pensions and Trustee Services in 1992 and has presided over continuous growth, from a sole practitioner firm to a team of nine, based in modern offices at Brindley Court, Lymedale Business Park.

“I am proud to say I have retained my Chartered status for 40 years, renewing and refreshing my professional qualifications regularly. I have recently retaken the examinations again and have been confirmed as a Chartered Institute member in 2019.

“Chartered status is an important badge of confidence for our industry and is backed by a Royal Charter. The pensions industry supports people with one of the most important decisions they are likely to make and that is, how do I ensure my future in retirement? Chartered status can give clients reassurance and peace of mind.”

“I see expertise and trusted advice is as important now than at any time in my career as there’s a lot for clients to consider due to recent pension reforms, new legislation and ever-more sophisticated scams.

“The good news is that more people are now saving for their pension than ever before, largely due to the success of auto-enrolment. This means that employers have to enrol staff in a workplace scheme and this has revolutionised the way we save in the UK.

“Workers have to make a contribution, but this is supplemented by the company they work for and the benefits are clear. As people live longer, retirement can last for decades and saving for retirement is becoming ever more important. But than 10 million people are now auto-enrolled and have more security for later life.”

The Richard Jacobs team work with many companies in Staffordshire and Cheshire on auto enrolment, with clients from micro-businesses to large companies.

Said Richard: “Typically, we will provide a service to a company and the directors and senior managers may then also ask us to support their personal pension plans.”

To find out more about Richard Jacobs please go online to http://jacobs-pensions.co.uk/.


For media enquiries please contact Nigel Howle by telephone on 0776 2043436 or by email at [email protected].