Acumen Financial Planning

15/10/2026

How much will you need to retire comfortably?

When should you start taking your pension?

And how can you make the most of the money you’ve worked hard to build?

Retirement planning can come with a lot of questions, and our Ready, Set, Retire Winter webinar is here to answer them.

Join us on Zoom on 10 November for practical guidance from experts in retirement, pensions and estate planning.

It’s completely free to attend, and everyone who registers will also have the opportunity to arrange a complimentary, no-obligation retirement planning meeting with one of our advisers.

Find out more and book your place - https://ow.ly/A7oY50ZVQeR

12/10/2026

Can the course of investing ever run smooth?

In discussion with The Herald, Chartered Financial Planner Paul Ross explains why increasing your comfort with market volatility could benefit your long-term financial goals.

Read the full article - https://ow.ly/PSx550ZVSZL

For those looking to explore financial planning further, we're also hosting an upcoming webinar on 10 November, offering another opportunity to gain insights and ask questions.

Simply register here - https://acumenfp.zoom.us/webinar/register/WN_pQtQ0iHYRRy0LfpOCl7Rhw #/registration

By Paul Ross, Chartered Financial Planner at Acumen Financial Planning

09/10/2026

Ready, Set, Retire is back!

And this time around, you don't even need to leave the house to attend.

With our Winter webinar taking place on 10 November, we're bringing everything you need to know about planning for retirement straight to you via Zoom.

Plus, by registering for this free event, not only will you be gaining access to experts in retirement, pensions and estate planning, but you'll also have the opportunity to arrange a complimentary, no-obligation retirement planning meeting with one of our advisers.

Learn more and book your place at https://ow.ly/cr9m50ZVQ3e

08/10/2026

Wishing everyone attending the CII Aberdeen Achievers' Event a fantastic evening!

We're delighted to be supporting this year's event, celebrating the achievements and dedication across the industry.

Congratulations to everyone being recognised, and we hope you all enjoy an evening of celebrations.



https://ow.ly/fmMA50ZVQuN

02/10/2026

How young is too young to start talking about money?

In our latest piece in The Scotsman, Associate Financial Planner (and former teacher) Jonathan Whan discusses what we can teach children about money, including when and where to start.

Full the full article here -

Q: What is the true value of teaching children about money?

01/10/2026

And the Golden Sneaker goes to…

A huge congratulations to Nic Norrie, our Top Stepper!

Throughout September, the Acumen team took on our Step Up Challenge, combining steps to see how far we could all travel together.

9,798 km (6,111 miles) were covered collectively throughout the month – that’s a straight-line distance from Aberdeen to Rio de Janeiro!

A brilliant effort from everyone involved, but there could only be one winner of our Golden Sneaker Trophy!

Well done Nic! Enjoy your trophy and holding the 2026 title!

29/09/2026

When is the best time to start thinking about your retirement fund?

In a recent discussion with The Herald, Associate Financial Planner Neil Burns explains why it's never too early to put a plan together and the practical steps anyone can take to help boost their pension pot.

Read the full article here -https://ow.ly/cJ4150ZSg8a

The value of investments and any income from them, can fall as well as rise and you may not get back the original amount invested. A pension is a long-term investment, and past performance is not a reliable indicator of the future.

By Neil Burns, Associate Financial Planner at Acumen Financial Planning

23/09/2026

We held our Macmillian Coffee Morning a little early in the office today! ☕🧁

This morning was a lovely opportunity to bring everyone in the office together, enjoy plenty of sweet treats, and most importantly, raise money for a great cause.

A big thank you to everyone who baked, donated, and those who stopped by a shop before the working day!

https://ow.ly/9SMP50ZQBNe

Host a Macmillan Coffee Morning and help us do whatever it takes for people living with cancer.

17/09/2026

Supporting our community is about more than just helping people find financial freedom.

We are proud to support a number of charities and organisations who are having a positive impact on the world around us. Recently these have included:

Grampian Hospitals Art Trust, which helps improve wellbeing through art in healthcare settings.

The Swan Trust, which provides opportunities for people of all ages and abilities to experience the therapeutic benefits of sailing and being on the water.

EGCP - Turning the Plastic Tide, which protects and enhances the local coastline for future generations to enjoy.

We're proud to play a small part in supporting the incredible work these organisations do.

Take a look at their websites and social channels to learn more about the inspiring projects they're leading.

Coming soon

15/09/2026

Did you know that an estimated 3.3 million pension pots in the UK have been lost or forgotten?*

One of the most common reasons is the misconception that your workplace pension automatically moves with you when you change employer. In reality, it usually remains with your previous employer's pension scheme.

As a result, you could have retirement savings spread across multiple pension pots without even realising it.

Start tracking down your missing pension pots and create a plan that brings you closer to the retirement you've worked so hard to achieve.

*Pensions Policy Institute, 2024