Pension Arrangements


Your pension scheme is likely to represent the most valued employee benefit after the salary itself. A modern scheme with an effective, continuous and appropriate communications service ensures:

Pension Arrangements - Independent Financial Advisors

  • Employees understand and value the pension scheme and appreciate what their employer is doing for them.
  • Employers benefit from enhanced staff loyalty and are free to get on with running the business.

We strive to improve cost effectiveness as well as the employee awareness and appreciation.

This may involve a subtle change, more extensive improvements, or possibly the implementation of a modern, efficient replacement scheme. With our considerable experience we can identify the best scheme for your company and ensure it is offered on the most competitive terms available.

Put simply, we will help you maximise the value and minimise the cost of your company’s pension and benefit arrangements.

And as an exciting bonus …

We can help you to increase your employers’ pension through the ‘salary sacrifice’ option. This is a special arrangement, recognised by the Inland Revenue, that enables you to boost your employees’ pension funds by over 33% at no extra cost to you or the scheme members. This highly successful strategy helps members maximize the efficiency of their pension scheme and creates invaluable additional individual income in retirement.

Give us a call on 028 9131 0342 or drop us an e-mail.


Our Business Partners

We appreciate that you and your business have wide varying needs, not just within our areas of financial planning, so we are delighted to introduce our chosen business partners who we highly recommend in the areas of commercial insurance, commercial finance, and all matters legal.

John McKee - Solicitors

Lockton - Insurance Brokers

Upstream - Working Capital

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