Retirement Planning

Retirement planning is a key part of any employee benefit solution as employers must offer staff the opportunity to invest in a qualifying workplace pension scheme. We listen to your company requirements, and work with you to set up a suitable workplace pension. Many employees will want to join your workplace pension as pension schemes are tax efficient investments. Your colleagues can benefit from your employer contributions and pension tax relief.

Pension legislation is complicated, but our experienced benefit consultants can inform and educate you about your choices. Using our pension planning knowledge and experience we ensure your company invests in an adaptable pension scheme that suits the lifestyle and retirement needs of your workforce. We provide cost-effective independent financial advice using both active and passive fund solutions and sustainable investment options.

We offer a flexible pension advice service that can be tailored to your requirements or the needs of your individual employees. Our benefit consultants can arrange to meet individual employees, or we offer group pension advice sessions. As your employees’ approach retirement, they may need pension advice. Should they purchase an annuity? access flexible benefits? or take their pension in a lump sum at retirement?