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Personal Advice

We offer support for employers with access to our qualified consultants for personal advice. We also provide pension scheme members with regulated, individual advice – not just when joining the pension scheme, but on an on-going basis.

For higher income individuals, increasing legislative constraints have made it particularly challenging to fund retirement via traditional pension and savings products. To avoid excess tax charges that reduce the effectiveness of pension tax reliefs, we can deliver the careful and insightful planning that both employees and employers need.

Pension freedoms have introduced significantly greater choice and flexibility to the time at which individuals may start drawing on their pension savings. Whilst adding complexity, it also provides many tax planning opportunities for taking income and making provision for their families after the individual’s death. Our holistic approach to advising on these opportunities can ensure that employees are able to make the fully informed decisions that are in their and their dependants’ best interests.

For more information, simply call us on 020 7709 5560 or complete the online contact form.

Past performance is not a guide to the future. The value of investments and income arising may go down as well as up.

The level and bases of reliefs from taxation may change. Statements relating to taxation are based upon current taxation laws and practices, which are subject to change.

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Nurture, protect and engage your employees

The recruitment and retention of the right staff are vital for every business. In today’s evolving employee benefit landscape, we deliver the flexibility, insight and simplicity you need.

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