Through an associate company we offer pensions help and guidance for both individual and group pensions, and can advise you on the different options and schemes available, and which is best for your needs.
We can provide pension and retirement planning tailored to your personal situation and attitude towards risk, ensuring you receive clear, accurate information. Options for individuals include stakeholder pensions, personal pensions, self-invested pensions and pension transfers. We can also advise on such options as income drawdown, state entitlements, annuity purchase, and personal and age allowances.
We can advise organisations and staff on the different pension options available, including Occupational Pension Schemes, Group Stakeholder Pensions, Group Personal Pension Plans, and Small Self-Administered Schemes. As required, we can assess existing arrangements for suitability and compatibility with the new Auto Enrolment requirements, and explain how to retain and reward staff through Salary & Bonus Sacrifice schemes. We can also ensure senior staff are making use of the Personal Allowances.
Whether you require a quotation, wish to arrange insurance cover or need financial advice, we are ready and waiting to help you. Please call us on 01767 681921 or email us by clicking the link below: