Pensions2018-11-01T14:28:40+00:00

Pensions

In a world that is constantly changing it is imperative to receive ongoing, proactive advice from a trusted source regarding your pension options.

Your St. James’s Place partner at Wellesley Wealth Advisory will work closely with you so that, as an employer:

  • You understand the requirements and extra administrative burden surrounding auto enrolment and ensure that you are compliant with the latest legislation

  • The pension scheme offered by your company will enhance the package on offer and enable you to recruit and retain a better quality of staff

  • You are in a position to make effective retirement planning decisions for your own benefits and retirement savings

  • You are in the best possible position to be prepared for any future changes, either legislative or specific to your company.

    The value of a pension with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested

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If you would like more information, please contact Wellesley Wealth Advisory on 01444 244551 or via email at info@wellesleywa.co.uk

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Goodwood Hotel - 31/01/2019
Investment & Inheritance Tax Planning Seminar
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