Find out more about what we can offer you on Mortgages.
Expert advice on pensions to employees, employers and self employed professionals
Planning your retirement? Let us help you take the first step.
The unique tax treatment of approved pension plans provides the ideal environment for generating income in retirement but the options available can lead to uncertainty with regard to which plan is right for you.
Independent advice on retirement planning has consequently become even more important in recent years following major changes in pensions legislation and public awareness of the pitfalls that can occur. Security of investments and the needs of a mobile labour force are key factors in modern pensions planning.
We administer company pension schemes for small and medium sized companies with most of the major life offices.
We are able to offer expert assistance to:-
Employees: Should you join your company scheme? Should you pay additional contributions? Can you and should you transfer benefits?
Employers: What tax and other advantages are available in providing employee benefits? Who should join? We can design and administer a pension scheme for your needs. Some employers operate company paid Death-In-Service schemes, with Private Medical and Income Protection Insurance for thier staff. We are happy to advise on such arrangements.
Self Employed: Retirement planning is essential. If you do not make pension provision, no-one else will do it for you. We can ensure the taxman gives you substantial help.
