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Advisory Package

This package includes everything in the Staging Package...
As well as the following bespoke solutions tailored around your individual needs and objectives.

Example Scenario 1

Employer with existing scheme in place but non qualifying
Discussions with provider to ensure terms are valid post staging date
Consider making scheme contractual
If contractual – 60 day consultation period required
Consider introducing salary exchange to help offset costs
Introduce stand alone scheme for non members of current scheme
Existing scheme has additional advice services
Make existing arrangement qualifying
Ongoing scheme
Free phone help line number for all

Example Scenario 2

Employer with existing qualifying scheme in place.
Contact provider / adviser to ensure current terms can continue post staging date
Consider making scheme contractual
Initial and ongoing assessments
Will provider allow scheme to be used for AE
Payroll – Hub issues
Management of scheme to be in house or outsourced
If contractual – 60 day consultation period required
Consider introducing salary exchange to help offset costs
Introduce stand alone scheme for non members of current scheme
Ongoing scheme
Free phone help line number for all

 

If you’d prefer to talk to us about your situation then give us a call to discuss, we would be happy to help.

Call us on 0844 050 2254

 



Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.

what our clients say

"Following our decision to wind up our Occupational Company Pension Scheme and replace it with a Group personal Pension Plan we appointed Abacus IFA to advise on the process and to ensure the wind up of the old scheme and implementation of the new scheme..." Read more

Paul Chouler
Managing Director,
Bright Steels Limited