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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

Small Self-Administered Pension Schemes (SSAS)

A Small Self-Administered Scheme (SSAS) is an occupational pension scheme set up under trust with fewer than 12 members.

Like a Self-Invested Personal Pension (SIPP) for an individual, there is the same flexibility with a SSAS to access a broad range of investments and have greater control over the funds invested in.

This freedom means that directors can use their pension plans to invest in the business. Thus, each member of the SSAS is usually a trustee and other members can be nominated to become part of the scheme, such as family members, as long as the scheme is originally established by a company for the benefit of one of its employees.

The Financial Conduct Authority does not regulate some aspects of workplace pension schemes or Small Self-Administered Scheme

The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.

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.

East Anglia
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 (East Anglia) is a trading style of Perspective (Northants & Cambs) Ltd, which is authorised and regulated by the Financial Conduct Authority.

Perspective (Northants & Cambs) Ltd, Registered in England and Wales No 3355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (Northants & Cambs) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123