The pensions marketplace has seen huge changes in the last few years and it essential you are aware of latest legislation and how the forthcoming changes may affect you.
When it comes to corporate pensions, it is worthwhile considering the following questions:
Are you aware of the latest changes to tax relief, earnings and pensions legislation and how they may affect you or your company?
Does your company offer retirement counselling to your staff in the years prior and immediately before retirement?
Do you or your staff have access to retirement advice?
Do you or your staff have access to advice on their pension fund performance?
Is your company following the various rules applicable to the timings on offering pension plans to your staff?
Did you wish to explore the areas where a company pension payment may reduce your corporate tax bill?
We are happy to provide advice on all aspects of corporate pensions, including Occupational Pension Schemes, Group Self Invested Personal Pensions, Group Personal Pension Plans, Small Self-administered Schemes, salary and/or bonus sacrifice arrangements and Trustee Investment Plans.
We can also advise on the various investment decisions including a default fund for employees (a requirement under auto enrolment legislation), and onshore and offshore investments for employers and Trustees.
As well as providing advice to the employer, we offer our all clients the option of regular surgeries for their employees to discuss the pension scheme, their investment funds and prospective pensions. We find this greatly increases their understanding and appreciation of the benefits provided.
To discuss your existing pension scheme or enquire about setting one up, please contact our Financial Services department for further information on 01473 408422
Contact Woodward Markwell
Please call us on 01473 408422 or click above to email and we will respond to your enquiry as soon as possible.