During the assessment process we aim to gather more detailed information, and deliver a proposal taking into account issues such as Auto-Enrolment, the employer’s budget, the needs of the client and the overall compliance with all the relevant legislation.
Once we have come to an agreement with our client, we can then offer a full range of implementation options.
In addition, a core part of our proposition is the ongoing administration of the pension scheme and the accompanying specialist investment advice for both the employer and the members of the pension scheme.
We can also provide bespoke retirement advice to members of pension schemes.
Call us to see if we can start something together.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.