What Our Services Include
We will initially prepare an analysis of any existing arrangements, followed by a Recommendation Report for the company.
Employees will also receive independent financial advice with regard to:
- Analysis of any existing arrangements & a Recommendation Report
- Communication to employees and preparation of illustrations and joiner packs.
- Employees will receive independent financial advice with regards to:
- The amount of contributions you should pay.
- Where your contributions should be invested.
- Existing and Retained Pension Benefits.
- Other areas may include Mortgages, Protection and Investments
- Assistance with payroll collection.
- Installation of payment collection basis including automatic data transfer direct from company payroll systems, if applicable.
- Preparation of annual renewal documents.
- Ensuring pension arrangements comply with the latest pension legislation.
- Administration for new joiners, quotes, premium collections, retirements, leavers, deaths and other enquiries.
- Ensuring employees are fully aware of the commitment the company are making on behalf of their retirement and protection planning.