We advise employers on the establishment and operation of schemes for their employees and directors. These can be Group Pension Schemes established under trust or can be Personal Retirement Savings Accounts set up on a group basis. We will provide clients with a clear strategy for such arrangements and will outline the pros and cons of either route. We will then provide ongoing support and advisory services for the future successful operation of the arrangement.

We also understand that clear communication to schemes members is a vital part of the process. We will meet members on a regular basis for group presentations and also are available for one to one meetings with employees to discuss their particular circumstances and needs. We will provide guidance in selecting funds suitable for the member’s situation and the level of investment risk appropriate to the individual.