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South East:

Workplace Pensions

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Group Pension Schemes

We provide advice to all employers on all Workplace Pension and Group Personal Pension Schemes.

Our strength is our ability to explain complicated issues in a clear and comprehensible way.

We can help you with:

  • Setting-up and running new schemes
  • Governance advice including Auto-Enrolment compliance
  • Administration support
  • Review of existing schemes to achieve:
    • Management charge reductions
    • Service improvements
    • Wider access to funds
  • Pension surgeries for employees – new staff, those nearing retirement or changing funds/contributions

The Financial Conduct Authority does not regulate some aspects of workplace pension schemes

The Financial Conduct Authority does not regulate some aspects of corporate financial planning.

Where a client’s circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd nationally. Many of our financial planners hold advanced qualifications in specialist areas of advice, as well as having decades of experience in solving almost all financial planning related issues.

South East
Corporate Financial Planning

Ready for some Corporate Financial Planning advice?

Find out more about how we can help by speaking to one of our financial planners today.

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Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm