Retirement planning for directors and staff is an important consideration in any organisation. Personal pre-retirement consultations are a constructive way of offering retirement planning advice and clarifying the best method of securing a comfortable income in retirement.
Staff now expect retirement planning advice and practical pre-retirement assistance. Independent financial advice can clarify points such as the tax implications of contribution-based retirement plans.
Shareholder and director retirement planning is also available including independent financial advice on Self-Invested Personal Pensions and Stakeholder Pensions.
Expert financial advice is required to assess which mix of funds in a portfolio will deliver the best results related to individual circumstances over time.
The nearer we get to 2012, company directors are becoming increasingly concerned about what their business has to do to comply with NEST (National Employers Savings Trust) regulations.
Our knowledge of the subject will reduce stress and uncertainty, allowing directors to get on doing what they do best.
Gordon Tate Associates can arrange for a qualified, independent financial adviser to present retirement planning options to your organisation.
Please contact us for more information.