We provide high quality advice to individuals and companies on pension planning and funding, whether installing a company sponsored scheme for directors or employees or establishing a personal arrangement for the first time.

A variety of specialist tools are available to identify shortfall analysis, establish risk profile and structure an appropriate asset allocation.  Regular advice and reviews will ensure the benchmark for service and performance are being met.

Whether unlocking your tax free cash, taking retirement benefits early or maximising the options available through your annuity to secure the best pension payments including enhanced benefits, where pre existing medical conditions exist.

We assist companies and employers to comply with their legal obligation under recent pension legislation changes to establish new pension schemes under auto enrollment for qualifying staff members, which is being fazed in from 2012 to 2017 with the commencement date dependant upon the number of employees.

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