corporate and employee benefits
Our Corporate and Employee Benefits division offers a comprehensive advisory service targeting the retirement planning needs of small and medium enterprises owners, managers and workforces through out the UK. Services will be tailored to meet client specific requirements:
- Director/Management Small Self Administered Schemes and Self invested Personal Pension Advice - establishing the most appropriate pension scheme tailored to your requirements.
- Group Scheme advice and implementation with Individual Member counselling, member facing advice and group presentations to add value to membership
- Pension “Target Funding” and Retirement Planning
- Defined Benefit diligence, reconstruction and implementation of “Enhanced Transfer” of Defined Benefit Scheme Liabilities.
- Advice on transfers from Trust Based to Contract Based schemes
- Advice on Succession Planning, eg Keyman Insurance
With a dedicated team of ‘corporate’ administrators as well as suitably qualified and experienced advisers (see ‘People’ section) we are happy to discuss how we can help.
