Our Services

Corporate Pensions

Typically a corporate pension plan is a benefit that will provide income in retirement, and is based on the employee’s length of service to the company, and the salary history.

We offer a range of products that provide flexible and cost-effective corporate pension plans, enabling employers of varying sizes to provide retirement planning benefits for their employees. 

Our products are suitable for both financial services and non-financial services employers, as we recognise that each company is unique, as is their staff pension.

As a leading pension adviser, we understand the importance of a cost-effective benefits package without creating additional pressures for employers. Since most employees regard retirement provision as a key part of their remuneration package, our services are customised to ensure that you are able to assist your employees to work towards an attainable financially secure retirement.

We aim to provide a pension plan that is market-leading for its flexibility and can be tailored for each individual corporation, within a competitive charging structure. 

We will work with you to identify the major motivations and objectives for your retirement and pension benefits. We use this knowledge, as well as our industry, pension, and regulatory experience, to help you develop a retirement and pension strategy that will complement your overall company strategy.

By working with you to design your pension scheme the following will be provided:

  • Attracting and retaining talent 
  • Provision of independent pension trustee, Tax approval, Scheme management and Administration Investment selection Advice incorporating Active, Passive and Responsible strategies Ongoing Investment Manager Oversight and Monitoring 
  • Employer / Trustee Periodic Review Meetings 
  • Agreed Employee Engagement Service Meetings

Let's start with a FREE initial consultation

We’ll begin with a free, no-obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.

Book a Consultation

We have developed a unique and innovative approach to financial planning over the years, in response to our clients’ needs.

Whether you’re a private client or a company, our team of experienced financial planners take a holistic view of your requirements to develop the right solution.

Get in touch and let’s grab a coffee together.

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