1. Independent

We share an unwavering belief that independent and impartial advice can best deliver what you expect and deserve in getting the best workplace pension, our loyalties are always with our clients.

2. Full Service

We help you with the financial, operational and your technology and payroll requirements of auto enrolment along with all aspects of starting, growing and maintaining a pension scheme.

3. More Contact

You’ll have two named contacts in the financial advisory team, a workplace pensions expert to advise you and a client manager to support you, so we’ll always be right there when you need us.

Comprehensive Support

Do you know what your auto enrolment options are? Are you in the dark about what you need to do when it comes to workplace pensions? Are you worried about being ready for your Staging Date?

We provide a number of key services, designed to ensure you receive the best possible pension scheme for your business and your employees. At it’s heart is independent advice that ensures your scheme not only delivers successful auto-enrolment at your staging date, but is also future-proofed to maintain compliance throughout the scheme’s lifetime.

Get your complimentary review for your business today and benefit from:

  • MORE choice when it comes to Auto Enrolment schemes
  • MORE flexibility with a service tailored to the needs of your company
  • MORE knowledge so that you MAKE THE RIGHT CHOICE!

We’ve been established for over 20 years and look to make your workplace pension planning process simple, cost effective and rewarding.

Simply tell us about your situation, and leave the rest to us.

Herald Image Sunday Edition

Get Started Today

Get the Financial Advice You Need

It's clear, jargon free and impartial.

Get Started Today

View Our Featured Auto-Enrolment News

Start planning for your workplace pension today.

Auto Enrolment – Be Prepared Or Face The Consequences.

The government is eager to prevent a pensions crisis. Employers who miss their deadline can expect to face steep fines which could potentially cripple a small business…

Auto enrolment 3

Understanding Your Auto-Enrolment Staging Date

The next few years will be mission critical to the success of the 2008 Pensions Act. After nearly two years of steady roll-outs in larger companies, its implications are now being felt in the SME sector.

Your Complimentary Workplace Pension Report

Have you delayed setting up your workplace pension? Specific to your business your report will provide you with all the facts you need to know about and take you from confusion to clarity in 5 easy steps …

 

 

Start Planning For Your Future Today

WHO WE HELP

  • Small to medium enterprises

  • Those in professional practice

  • New company start ups

  • Entrepreneurial businesses

  • Business owners

  • Project teams and executives

HOW WE HELP

  • For smaller companies – initial meeting & report at our expense

  • Independent financial advice to give you better choice

  • Flexible fee repayment terms to help your cash flow

  • Market leading technology, to take the administrative strain away

  • Support of a local business established for 20 years

  • Fast track auto-enrolment to get you over the finishing line

WHAT WE DO

  • We plan your timeline

  • We help you choose a qualifying scheme

  • We assess your workforce for eligibility

  • We communicate with your workforce

  • Keep your pension scheme on track with follow up support & advice

Contact us to start discussing your scheme set up

CALL US FREE ON 0800 614 997

CONTACT US