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 affective 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
If you would like more information please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk
Related Services
Auto Enrolment
The introduction of auto enrolment has had an effect on all employers, no matter how small.
Pensions
In a world that is constantly changing it is imperative to receive ongoing proactive advice.
Relevant Life Plans
This is an extremely tax efficient method for directors and their employees.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
INVEST TIME IN OUR NEWSLETTER
© Wellesley Wealth Advisory 2018
Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH