As we begin 2026, we would like to take a moment to reflect on a very strong year for Intelligent Pensions and to share a few team updates with you.

Despite ongoing geopolitical uncertainty and global conflicts, investment markets proved more resilient than many expected. We are pleased to report that investment performance held up well throughout the year, and our portfolios have continued to perform strongly.

This reinforces the importance of long-term planning and maintaining a disciplined investment approach.

From a people perspective, we welcomed one new team member during the year. Jackie MacDougall joined us as company accountant, following the retirement of Graham Shedden.

We’d like to thank Graham for his many years of dedicated service and wish Jackie the very best in her new role.

We’re also delighted with the feedback we’ve received from our clients. Our reviews on VouchedFor and Google remain exceptional, with ratings of 4.8 out of 5 and 5 out of 5, respectively. These reviews mean a great deal to us, and we would like to extend a huge thank you to everyone who has taken the time to leave feedback or recommend us to others.

Over the past few years, we have successfully extended our service proposition beyond pensions alone. We now provide broader investment planning and later-life planning support, recognising that retirement is about far more than just a pension pot. Our aim is to help clients plan confidently for all aspects of life after work.

This wider offering, combined with the trust of our existing clients, has contributed to a record year for attracting new clients. Once again, this growth has been driven largely by your client recommendations, which we truly value.

We’re also proud of our team’s continued commitment to professional development. Two of our financial planners, Simon and Sophie, achieved Chartered status during the year, and several other team members successfully completed important professional exams as they continue to build their knowledge and careers.

Looking ahead, we remain focused on the changes on the horizon, particularly the proposed inclusion of pensions within Inheritance Tax from April 2027, and what this may mean for your retirement and estate planning.

Overall, it has been a really strong year for both the business and the people within it. We remain fully committed to delivering high-quality advice and service, and we look forward to continuing to work with you throughout 2026 and beyond.

Get in touch

If you’d like to discuss any aspect of financial planning, we’d be happy to help. Email hello@intelligentpensions.com or call 0800 077 8807.

Please note

This article is for general information only and does not constitute advice. The information is aimed at individuals only.

All information is correct at the time of writing and is subject to change in the future.