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Our targeted approach to finding pension professionals ensures you spend less time looking, and more time planning your retirement solutions.. Our service makes searching for and selecting an advisor simple and easy.

Appointing the right specialist pension advisor is such an important decision. Over the last few years we have assisted many clients to make this decision much easier. In 2011 we assisted over 600 people.

By using our Pension Finder Service, clients are then better placed and more focused to tackle more important detailed pension decisions involving risk, reward, investment decisions and product selection.

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Finding an advisor that can help you explore your personal retirement choices, about whether to Purchase An Annuity, invest in Income Drawdown or Phased Retirement Asking questions about which will be the most beneficial and understanding the pros and cons of each before investing.

We receive requests for pension transfer advisors that support individuals when comparing and contrasting one pension arrangement with another. This can either lead to simple internal changes to your existing arrangements or give consideration to transferring to a new pension provider.

Requests involving Group Personal Pensions (GPPs) are normally from employers that are looking to ensure the suitability, viability and efficiency of their current arrangement. Deciding on whether to transfer Group Personal Pension requires in-depth analysis, so get expert advice.

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For - setting up a new pension, reviewing your pension, approaching retirement, looking into auto enrolment, and buying your annuity or entering income drawdown

Annuities: Immediate Vesting Personal Pension Plan (IVPPP) - Compulsory Purchase Annuity (CPA) - Purchased Life Annuity (PLA)

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Auto Enrolment

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Auto-Enrollment

The Pension Act 2008 introduced legislation that required employers to enrol employees into an occupational pension arrangement automatically. At the same time, both employers and employees will be required to make pension contributions of at least 8% of salary, with at least 3% coming from the employer. Both these requirements will be gradually introduced from [...]

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The introduction of auto-enrolment

Currently, many workers do not join their employer’s pension scheme and so miss out on valuable pension benefits. Auto-enrolment of staff is designed to overcome this problem. Under current legislation auto-enrolment in occupational pensions will be introduced in October 2012. The new rules require employers to auto-enrol all employees earning more than £5,000 per annum [...]

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Government’s plans for occupational pension reform

The pension landscape in the UK is facing a crisis – people are living longer, but too many people are not saving adequately for their retirement.  In particular, individuals on low-to-moderate incomes are not putting enough money aside for their retirement years. To encourage more of us to save for retirement the Government is changing [...]

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Employer Group Scheme

With the coming of auto-enrolment many employers are not sure about what their responsibilities are. We have partnered with financial advisory firms who can explain the ins and outs of the law, describe what your responsibilities are (and will be come 2012), and give you advice as to how to manage your responsibilities to the [...]

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