The pensions marketplace has seen great changes in the last few years and it is essential you are aware of the latest legislation and how the changes can or have affected you.
From 2018 it was a legal requirement for all employers to automatically enrol all eligible employees into a workplace pension scheme, where both the employee and the employer pay in.
We can offer advice on all aspects of corporate pensions, including: Occupational Pension Schemes, Group Self Invested Personal Pensions, Group Personal Pension Plans, Small Self-administered Schemes, salary and/or bonus sacrifice arrangements and Trustee Investment Plans.
We can also advise on the various investment decisions including a default fund for employees and onshore & offshore investments for employers and Trustees.
As well as providing advice to the employer, we offer all of our clients the option of regular surgeries for their employees to discuss the pension scheme, their investment funds and prospective pensions.
We strive to always meet the highest professional standards laid out by industry standards. Investing in staff translates to a better service.
We’re a business with history dating back to 1982 when we set out with the intention of becoming an industry leading financial advisor.
We pride ourselves on the personable service we deliver to all clients regardless of service. Our clients are our number 1 priority.