The pensions marketplace has seen great changes and it is essential you are aware of the latest legislation.
From 2018 it was a legal requirement for all employers to automatically enrol eligible employees into a workplace pension scheme. We advise on:
Occupational Pension Schemes
Traditional final salary or defined contribution schemes suitable for larger employers seeking comprehensive benefits.
Group SIPPs
Self-invested personal pensions with employer contributions, offering flexibility and employee investment choice.
Group Personal Pension Plans
Flexible arrangements allowing employees to select from a range of funds and options.
Small Self-Administered Schemes
Bespoke schemes for business owners, offering maximum flexibility and control over pension investments.
Salary Sacrifice Arrangements
Tax and National Insurance efficient structures allowing employees to increase net savings.
Trustee Investment Plans
Specialized arrangements combining pension protection with flexible investment options.
Employee Pension Surgeries
We offer regular surgeries for your employees to discuss their pension scheme and investment funds. These sessions help employees:
- Understand how the pension scheme works
- Review their contribution levels
- Understand their investment options
- Plan for retirement
- Ask questions about pensions in a confidential setting
Scheme Administration & Compliance
- Governance — Ensuring your scheme complies with all regulatory requirements
- Trustee Management — Supporting trustees in their duties and responsibilities
- Regulatory Compliance — Staying current with pensions legislation changes
- Investment Oversight — Ensuring investment strategies align with member needs
- Member Communication — Providing clear information to members