Corporate and Personal Pension Planning
for the later stages of life
A pension is simply a method of saving for retirement. It can be differentiated from our other methods of savings by the tax advantages offered by the government to encourage individuals and companies to make pension provision for retirement.
As a result of the changes in pension legislation it is very important that professional independent financial advice is received by any individual or company that has either pension contracts in existence or are now considering setting up new pension arrangements. With specialist qualifications in this field, we believe that we are highly experienced to provide specialist advice concerning.
- Pension legislation
- Pension trusteeship
- Occupational pensions (pre April 2006)
- Occupational pensions (post April 2006)
- Final Salary Schemes
- Executive pension plans
- Small Self Administrative Schemes
- Pensions Act 2008
- Group Death in service
- Self-Invested personal Pension
- Personal Pension
- Group Personal Pension
- Stakeholder Pension
We specialise in advising companies on pension planning for directors and the workforce, ensuring that the most suitable pension arrangements are in place to allow the company executives to concentrate on what they do best � run their business.
We can also provide expert advice to those who are approaching retirement and the options that they have available to them, which includes annuity purchase, unsecured pension, alternatively secured pension, open annuity and other types of retirement planning.
All advice will be fully researched and tailored to the client�s personal circumstances, attitude to risk and objectives and will be presented in written report format.