Corporate Pensions

 In Pensions and Retirement Planning, Z Home Case Studies

Event Date:

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

The Challenge  

To create a corporate pension scheme for the directors of a Nottinghamshire business and integrate it with their existing personal pension arrangements.

Our Solution 

We created a pension plan with all contributions charged to the employer. We also reviewed and transferred their existing personal pension savings into this scheme.  The two directors now have their pension planning back up and running after the initial set-up period and, because it is being paid for by the business, the scheme is also reducing the company’s taxable profit.

What’s your next step?

We offer all prospective clients an initial discovery meeting with one of our financial advisers at our expense, to see if we can be of help to you.

Book your meeting to take control of your financial future today.

Riverfall Financial
Building relationships based on trust. Ensuring you have the most money, when you need it most. Securing your financial future.