Pension Scheme Advice

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of a Defined Benefit or Final Salary scheme is unlikely to be in the best interests of most people.

Our experienced financial advisers can help you understand what your pension responsibilities are, which of your employees are eligible, and provide advice on the pension scheme that is right for both your employees, and for your business.

Services we offer:
  • detailed, personalised advice and consultancy for companies across a broad range of sectors
  • administration, actuarial and documentation services
  • advice on all pension types, including group pension plans, final salary, money purchase and key executive personal plans
  • ongoing advice and guidance for your business and your employees
  • annual valuation and performance commentary for all scheme members

We believe in providing a personalised, face to face service to all of our clients, and will be happy to arrange for individual consultations with key members of your team to discuss the pension product that will most meet the needs of your business.

Get in Touch

To chat to one of our experienced advisors please do not hesitate to contact us on 01928 73 55 10, or complete our online enquiry form and we will be in touch.