We Provide a Full Range of Services
We deal with all forms of corporate and individual pension and investment arrangements, which provide for retirement, death, critical illness and permanent health insurance benefits.
They may operate as:
- Self-invested Personal Pensions
- Self-administered Schemes
- Portfolio Planning
We provide a comprehensive range of services covering:
- Scheme Design
- Administration
- Communications, including employee consultation
- Negotiations with the Inland Revenue, and other responsible bodies
- Investment
- Independent Trusteeship and Trustee Training
In addition to these services we also provide a full financial planning service. This might include:
- Retirement Planning - Phased and Drawdown
- Annuities
- Tax Planning
- Investment and Savings Advice
- Inheritance Tax Planning