We provide advice on a whole range of pension arrangements, including:

• Occupational Defined Benefit
• Occupational Money Purchase
• Group Personal Pension
• Group Stakeholder Pension
• Self-Invested Personal Pension
• Small Self-Administered Schemes
• Executive Pensions
• Unapproved Pension arrangements

Thanks to our well-established relationships with all of the major pension providers, administrators and fund managers – and a clear understanding of their strengths and weaknesses we can guide you towards the provider that suits your business needs best.

What can Smart Wealth Management do?

Our services will include:

• An audit of any existing arrangements
• Measurement against your future objectives
• A review of the type of benefits being offered
• Reviewing the cost efficiency of the arrangement

We will:

• Design the right pension scheme for you
• Restructure an existing pension scheme to suit your current and future requirements
• Implement the new arrangement
• Coordinate all the different parties for successful implementation
• Provide ongoing administration support and advice
• Monitor investment performance
• Provide up-to-date advice to trustees
• Arrange and review trustee liability insurance

To find out more about the Smart service, contact us for more advice.