PENSION PLANNING AND AUDIT

Having seen so many radical changes in legislation now might just be a good time to carry out an audit of your pensions. Firstly we have all the changes since Pensions A day – 6th April 2006. To this we can add the proposals for changes to many occupational schemes.

For high earners and high flyers this could mean that ultimately pensions might not be as high as they are currently. Such pensions could also be taxed more than they are today.

Ask yourself the following questions:

1. Do you have a clear idea of what your pension position is currently?
   
   
2. Where do you want to be in terms of pensions at retirement?
   
   
3. Do you know what the new pension rules will mean to you personally?
   
   
4. Do you know if the limits introduced under Pension Simplification will threaten you with extra taxation on your pension funds?
   
   
5. Would you like a summary of what needs to be considered by you in the light of all the above – with action points to flag your way forward?
   

Our Pension Audit Service can help you with all of the above. Operated from our Head Office we can generate a report that is personal to you, to cover each aspect in turn, point by point.

For help with a Pension Audit call us or use our Enquiry Form.