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.