Many people currently have existing pension arrangements which are highly uncompetitive from a charging structure point of view. AEM Financial Planning will review your existing plans ensuring they are competitively costed, but adequately funded whilst ensuring the investment strategy is suitable to your own risk profile.
Reviewing our client’s existing retirement plan portfolios, ensuring that they are appropriate for the needs, goals, objectives and personal circumstances.
AEM Financial Planning partners a Professional Pensioneer Trustee which may be suitable for company directors requiring access to Small Self-Administered Pension Schemes.
Facilitating new pension contributions from clients wishing to boost retirement funding and reduce income tax liabilities.
Providing advice in relation to company directors or employees leaving service on a voluntary basis or as a result of redundancy.
Providing advice to pension scheme trustees and employees on pension scheme wind-ups.
Providing post retirement advice with regard to tax free cash, taxable draw-downs, approved retirement funds (ARFs) and annuities.
Company Pension Scheme reviews, formation and re-structuring.
For the self-employed AEM FP will consider if it is viable to incorporate sole trader businesses with a view to enhancing your scope for retirement funding and providing greater flexibility in retirement with the potential of providing much greater savings in your personal income tax liabilities.
Personal Retirement Savings Accounts
Additional Voluntary Contributions for Public Sector Workers to help boost their pension income and/or enhance tax free cash entitlements.
Warning: The value of your investment may go down as well as up
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