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Corporate Services

Talk to us about how we can help create solutions:

  • to meet the obligations associated with Stakeholder Pensions,

  • rebroking of risk benefits, income protection, and Death in Service schemes,

  • Shareholder/keyperson protection,

  • Solutions for business owners and their pension needs,

  • Solutions recognising the frequent need to plan for business expansion and to access accumulated pension funds e.g. Commercial Property purchase by SSASs and SIPPs,

  • Evaluating current pension schemes and modernising them

Please take a moment to read our Terms and Conditions. You will need Adobe Acrobat to read this document. In the unlikely circumstance that you don't have Adobe Acrobat, you may download it here.

Investments   Investments
Make the most of your cash
  Life Assurance   Life Assurance
How well are you covered?
 
Critical Illness   Critical Illness
The critical information
  Stakeholder Pensions   Stakeholder Pensions
Boosting your retirement income
 
Pensions   Pensions
Clearing the Pension maze
  Wills and Inheritance Tax   Wills and Inheritance Tax
How to ensure your loved ones benefit
 
Income Protection   Income Protection
Ensuring a steady cash flow
         

 

 
   Pension Simplification

  • Contributions, annual allowance
        and tax relief
         
  • The lifetime allowance
         
  • Pension sharing on divorce
        arrangements
         
  • FURBS and UURB

  • Minimum pension age

  • Contribution refunds

  • Benefit before and after 75

  • Death benefits from funds
        which have not come into
        payment

  • Investment rules, Pensioneer
        trustees and funding reviews

  • Protecting pre A-Day rights

  •   Subscribe for news updates
    Email
     
     
        Useful Links
     


    The Pensions Regulator

    DWP: the Department of Work and Pensions

    Employee Benefits Interactive: Stakeholder Pension zone

    Pension Guide information site from the Government

    HM Treasury

    (All links opened in new browser windows).

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