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Company Pension IFAs
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A1GSS
 


Member Since: 12 Sep 2010
Location: Saffron Walden, Essex
Posts: 4691

England 
Company Pension IFAs

Hi

I think one or two members might be FCA approved IFAs - I need some advice on making some significant changes to our existing company pensions (ie in the company's context not personally) and don't know where to start. Company has 20 employees.

If you are in a position to help please PM me?

I'm happy to pay properly for expert impartial advice from an authorised IFA who specialises in this field.



Thanks.

Graham
 ____
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Last edited by A1GSS on 16th Sep 2014 10:22 pm. Edited 1 time in total 
Post #134203016th Sep 2014 7:03 pm
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Fitzy73
 


Member Since: 09 Feb 2014
Location: Truro
Posts: 2407

United Kingdom 2010 Discovery 4 3.0 TDV6 XS Auto Causeway GreyDiscovery 4

I am not an adviser, but do work for one. We are not really involved with Auto Enrolment, but as a first step (assuming you haven't already) it might be worth finding out your staging date so you know when you will need to have plans in place for your staff.

There is a link to do this on the pension regulator website and you will need to have your PAYE reference number.

You should receive a letter from HMRC in plenty of time but you are right to be planning ahead and you need to be looking at giving yourself at least 6 months before your staging date.
 Andy

 
 
Post #134212316th Sep 2014 8:50 pm
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A1GSS
 


Member Since: 12 Sep 2010
Location: Saffron Walden, Essex
Posts: 4691

England 

Hi Fitzy

Thanks.

We're well past that stage. We have a scheme already that we need to change and adapt, I need to get some professional advice on our strategy, options and risks.
 ____
Gone: 10MY L320 RR Sport HSE, Ipanema Sand
Gone: 20MY Jaguar iPace HSE, Silicon Silver
Gone: 17MY RR Evoque SE Tech, Loire Blue
Gone: 08MY Discovery 3 XS, Stornoway Grey
Gone: 07MY FFRR TDV8 Vogue, Stornoway Grey 
 
Post #134222516th Sep 2014 10:19 pm
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A1GSS
 


Member Since: 12 Sep 2010
Location: Saffron Walden, Essex
Posts: 4691

England 

Bump. Can anyone help? Thanks to NJSS for the PM, I'll follow that one up.
 ____
Gone: 10MY L320 RR Sport HSE, Ipanema Sand
Gone: 20MY Jaguar iPace HSE, Silicon Silver
Gone: 17MY RR Evoque SE Tech, Loire Blue
Gone: 08MY Discovery 3 XS, Stornoway Grey
Gone: 07MY FFRR TDV8 Vogue, Stornoway Grey 
 
Post #134337518th Sep 2014 12:08 pm
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Pelyma
  


Member Since: 06 Jan 2005
Location: Patching, Sussex
Posts: 15496

England 

I'm an IFA, but at the moment I've a lot on in my personal life so I'm probably not a great person to deal with. If you PM me a bit more detail I can find someone to help, or drop LT a message he is an IFA too Thumbs Up
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Porsche Cayenne V8 Diesel S 
 
Post #134338018th Sep 2014 12:15 pm
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