We prepare the trust documents to establish your pension scheme, and ensure that the scheme gets through the rigorous registration checks imposed by both H M Revenue and Customs and the The Pensions Regulator.  We assist you in arranging transfers into the new fund from any existing pension arrangements you have.

We give you all the advice and support you need to run your pension scheme on a day to day basis. 

We liaise with your company's tax accountants to ensure you get the maximum tax advantages from contributions into your fund. 

We make sure any investments you make with the fund do not get caught by the penalties the Revenue charges if you get things wrong.

We take responsibility for on line filing on your behalf of the many reports notices and returns required by the Revenue and by the Pensions Regulator.

Unlike big financial institutions we don't just tell you the rules. 

We talk to you to understand your aims and needs, and we work out the best way for you to achieve your objectives.

We do not give you financial advice, but if you do engage a financial adviser we are happy to work alongside them.

When it comes to drawing pensions or lump sums we explain fully the many options available to you.

We'll be happy to talk to you to explian how we can help you get the best out of your pension scheme.