Providing clear financial vision to both private and corporate clients. Call us to make an appointment 01543 410 512
Occupational pensions are schemes which are provided by your employer. They are often known as contributory schemes, where you pay part of your gross salary. Non contributory pensions are those where your employer makes all the contributions. If you have old benefits in a company occupational pensions scheme, or you have a scheme that is being closed to future accrual, then we can advise you.
Our occupational pensions services
We are specialist in this area and have the appropriate qualifications and permissions from the regulator.
We would often advise that you should leave your company pension schemes as they are, but you cannot make this decision without knowing all of the details. There can be good reasons for moving schemes. For example the death benefits after leaving active service can be awful. We can evaluate these for you.
Occupational pensions should be examined at retirement, particularly following the new pension freedoms, to be sure that you get the best deal you can. We can help you with this, and examine your occupational pension alongside any other retirement provision.
If you are single, or in ill health, then this is particularly important, as taking the offering from the scheme may not be in your best interests.
Let us review your occupational pension to ensure you get the best deal at retirement.
Get in touch
Let us check if you have the best pensions before retirement. To book an appointment contact us on 01543 410512.
We do not ask for a fee for an initial meeting, where we can meet to check whether we can offer what you need. Any business that we conduct on your behalf will be subject to a fee. We will always advise you of the fee up front before we start any work for you.
You can also read our blog posts on pensions: