Planning for Employers

Every employer in the UK will be required to have a workplace pension in place by the end of 2017, we will assess your requirements and work with you to provide the most suitable solution.

We insure our buildings, the contents, our vehicles, but do we insure our key employees, often not, how would the business cope in the event of the loss of a key employee, would a capital injection help, we can assess your situation and provide solutions in the form of Keyperson Protection.

A business loses a shareholder whose estate wants settlement for the shares of the deceased, where does the cash come from, we can provide advice regarding Shareholder Protection.

NOTE – A PENSION IS A LONG TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

Find out more

Gordon has been my financial advisor for nearly 10 years now, looking after both business and personal pensions and investments for me. I feel incredibly lucky to have found an IFA that I can trust and communicate easily with, that quickly understands my ever-changing needs. I have seen very good returns on all the financial products Gordon manages for me and would have no hesitation in recommending Planning Together as a long term financial partner.

Stuart Jordan