Who needs
group pensions advice? As a pension trustee, human resource
manager or financial director the employees of the
company money purchase scheme may require guidance
on their pension contributions.
This could be for those just about to retire or
for other employees planning their retirement future.
A common question
that all employees ask is 'when can I retire' and
'how much do I have to contribute to the company
money purchase scheme'. Our partner firms holistic
retirement planning service to these employees makes
the company pension scheme personal to them.
By fixing their intended retirement date, ideal
proportion of current salary as an income, attitude
to investment risk, and expected other assets that
can contribute to retirement planning such as other
pensions, capital from property and inheritance,
it is possible to determine the shortfall (if any)
and the extra amount required to be invested to
the company money purchase scheme.
Group Pensions - enquiry form
To request advice
on a group pension such a company money purchase scheme,
please fill in the form below and submit it to us. No
charges are payable to complete this form and we will
send you a letter to your correspondence address with
instructions for further information.
If you're not sure about some of the boxes, leave them
blank and we will contact you with further questions if
necessary. Please read our terms
and conditions before you submit this form.
* required fields.
What happens now?
•
By submitting this form you are not
under any obligation or commitment to purchase a service
through our partner authorised firm;
•
We will not give or sell your details
to any third party and share this information only with
a partner authorised firm that are qualified to complete
your enquiry on our behalf. By submitting this form you
give us permission to do this;and use the information
only to advise on Group Pensions;
•
On request, we and a partner authorised
firm will erase all information you have submitted to
us that we have on our files;
•
If you have any difficulty
completing the form, please let us know by email and we
can call you to take your details;
•
When we receive this form and have
checked that the details are complete our partner authorised
firm will send you a letter requesting further information
about your requirements for Group Pensions. Before proceeding
with any work they may have to talk to you to discuss
the services you need. By submitting this form you give
them the authority to do this;
•
If you wish us to proceed
with our partner authorised firm's holistic retirement
planning service for Group Pensions they will need data
of the employees you wish to cover in the scheme, such
as employees nearing retirement and data of those that
have requested a report;
•
partner authorised
firm will indicate the cost for the service to meet with
the employee and produce individual reports.
Disclaimer:
Information found on this site does not amount to financial advice or
legal advice. Every time you access the website you agree to be bound
by the Terms and Conditions.
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.
