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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

"Abacus IFA assisted Kilfrost as independent financial advisers when we were considering closing a long standing final salary scheme and replacing it with a GPP. We found their professional approach and depth of experience invaluable in ensuring the process was planned properly, the transition..." Read more

Gary Lydiate
Chief Executive,
Kilfrost Group Plc