Financial Advisers (Independent) in Glasgow
8 Sandyford Place
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
Pensions Auto-enrolment which commenced in October 2012 represents a challenge to all employers, for many SME's establishing a company sponsored pension plan will be a new and daunting challenge. By combining our extensive knowledge of the pensions market with our understanding of the Auto-enrolment rules we are able to introduce solutions which will enable employers to introduce new pension arrangements with minimum disruption.
Our face to face employees communication will also ensure that their employees fully engage with the principles of Auto-enrolment and help them understand how to maximise their pension saving allowing them to enjoy a comfortable retirement.
Over the course of our working lives we usually accrue a number of different pensions. There are many reasons why you may wish to transfer these accumulated benefits to your current pension scheme. However it is important that the pros and cons are weighed up carefully before proceeding. A pension transfer should be an informed process taking account of the wide variety of factors which will influence you final decision.
We are qualified pensions transfer specialists who will be able to guide you through these complex issues to the solution which best meets your objectives.
WRAP is a new way of keeping all your individual investments on one central administration platform rather than having various investments scattered over a range of providers each of which having their own costs and reporting styles.
Like the segments of this umbrella, various investment types are “wrapped" under the one administrative framework. This contains the costs of administration across a range of investment types whilst allowing you to pursue one consistent investment strategy across that range. Simplified reporting and online access also allows you to keep track of your total wealth and portfolio more easily.
There are currently no reviews for this company
All fields are required. Your review will appear immediately.
We offer one-to-one advice. Our aim is to help you achieve your financial goals.
The choices available at retirement can be daunting. We will guide you through these options with the aim of achieving the solution that best meets your needs.
We have been a client of Corporate Benefits for five years and have found the team to be very professional, knowledgeable and up to date with what’s happening in the benefits arena, and who a provide a friendly and expert service to all our employees. Our Client Manager, Maureen Ruddy, has guided us through the minefield of pensions and most recently provided expert advice and guidance leading up to auto enrolment. Corporate Benefits have taken away the administration burden associated with pensions and benefits and provide relevant, timely and up to date management reports. If anyone needs assistance in developing a tailor made benefits package for their company I would have no hesitation in recommending the team at Corporate Benefits to find the right solution and delivering sound professional advice.
Helen Muir, HR Director
When I retired after 17 years as Chief Executive of Support in Mind Scotland, a medium sized Scottish mental health charity. The organisation has long recognised the importance of accessing independent financial advice prior to retirement and has had an arrangement with Corporate Benefits for a number of years to offer this service to its staff. In my personal experience, the company does exactly what it says on the tin! I was given very helpful, accessible advice. Iain McCallum was not only proactive in his approach; he was also very responsive to any queries I had. I was made aware of the various options available to me, including enhanced annuities. As a result, I improved my net retirement income by 35%, a not inconsiderable amount. 'As well as receiving guidance with the personal pension arranged through my employer, I also benefited from assistance with the administrative process for other existing pensions. 'Overall, Corporate Benefits transformed what can be a stressful and confusing experience into one that was straightforward and easily understood. I would happily recommend them to others.
Testimonials are added by the business owner and are not independently verified.