Investments & pensions

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In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we can work with them to ensure that you are provided with impartial advice in areas such as:

  • Pension schemes;
  • Life assurance;
  • Critical illness cover;
  • Private medical insurance and care plans;
  • Individual savings accounts; and
  • Investments.

Pension Auto Enrolment

Whether you have one employee or 100 employees, auto enrolment places significant responsibilities on an employer. Employers need to enrol many of their employees into a work based pension scheme and pay some pension contributions.

We can help you:

  • Prepare for the start of auto enrolment in your business including an initial analysis of your workforce, preparation of a cost budget and assistance with choosing an appropriate qualifying pension scheme
  • Apply for a qualifying scheme on your behalf and fully manage it for you
  • Calculate employee and employer contributions and prepare payment schedules for the pension scheme provider
  • Assess your workers each pay day to determine if they need to be auto enrolled
  • Register with The Pensions Regulator and help you keep the required records