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.

Simon Phippen
Simon is the founder of Riverfall Financial and author of the now famous Riverfall poem that sets out the founding values of the firm. He created the ‘Financial Life Planning’ philosophy that we use with all our clients, ensuring that we are always talking about their lives and not just their money. Simon trained as a Management Accountant, has an MBA from ESCP in Paris and worked with a number of world class organisations prior to starting Riverfall. What the Riverfall team say: “Riverfall’s Swiss Army Knife! Accountant, poet, financial life planner and leader”.