Pension
transfer
Our partner firm provides a service for people
that want to transfer from their existing occupational
pension scheme (such as final salary or money
purchase) or private pension (such as retirement
annuity or personal pension). The reason for this
is usually poor financial strength or fund performance
with ten or more years before retirement.
Our partner firm service will advice on the merits
of transferring and the potential benefits that
could be lost as well as recommend a suitable
pension arrangement, provider and funds in relation
to your attitude to investment risk and duration
to retirement. Annuities
The partner firm annuity service is designed to
find you the highest Open Market Option for your
specific circumstances. The service applies to
both pension annuities for people retiring between
the ages of 50 and 75 and purchased life annuities
where individuals can be aged in their 90s.
Many people can also qualify for enhanced rates
because they are a smoker of suffer from diabetes.
If you suffer from a more serious illness it is
very likely our partner firm can find an impaired
rate that is significantly higher than the one
offered by your existing provider. All the rates
quoted include their fee for processing your annuity
and ensuring the pension fund is transferred to
the receiving scheme and any tax free cash is
paid as quickly as possible. Director
SSAS
Our partner firm services to a SSAS is to assist
the trustees in maintaining the SSAS including
compliance, regulatory and funding requirements.
In addition for the directors of the SSAS to actively
reviewed and ensure it continues to meet the needs
of the members retirement objects. By charging
an annual fee payable quarterly in advance this
service will be cost effective for SSAS schemes
where the assets are valued at £300,000
or above with regular contributions of £30,000
per annum or more.
In particular our partner firm can assist the
directors in taking advantage of using a SSAS
for corporation tax relief and pre-retirement
planning to maximise tax free cash. The regular
ongoing advice for a SSAS will therefore benefit
both the sponsoring company and members of the
scheme.
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employer
pages
annuities
private
pensions
pensions in retirement
employer
pensions
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index
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If you do not agree to be bound by them, you should not use the sharingpensions.co.uk
website. Before taking any action regarding pensions, pension on divorce
or any other financial or legal matter you should seek professional
advice.