CORPORATE PENSION SCHEMES
We have the experience of successfully asset allocating, and investing, the funds of multi-billion pound pension portfolios for large private and quasi-government organisations.
WHAT YOU NEED TO KNOW
Pension Planning/Exit Strategies
If you are running a successful business, you can use it to generate financial security for retirement..
- Stakeholder arrangements and group pension plans for your colleagues and employees
- Salary sacrifice arrangements providing a cost effective pension planning and reduced employer National Insurance costs
- Trustee based arrangements
Why Mole Valley Asset Management?
Our managers have experience of running multi-billion balanced portfolios successfully
Your pension will be run to match each individual risk and wealth profile. No pooling of funds. No double fees. Just straight stock, share and bond holdings
The value of investments held can fall as well as rise and are not guaranteed. You may get less back than the amount invested which may affect the value of the income you receive in retirement.
Tax benefits mentioned are subject to change.
Pensions are complex and professional advice should be sought before action is taken.
Come and visit our management team. We will present our philosophy, our process and our experience. We will discuss your needs and how we can meet them. Our size allows us to offer unparalleled service levels and nimbleness in markets. All this, and the assurance that your business will really matter to us.
GET IN TOUCH TODAY: Dorking – 01306 776999 or York – 01904 929430