I think one or two members might be FCA approved IFAs - I need some advice on making some significant changes to our existing company pensions (ie in the company's context not personally) and don't know where to start. Company has 20 employees.
If you are in a position to help please PM me?
I'm happy to pay properly for expert impartial advice from an authorised IFA who specialises in this field.
Last edited by A1GSS on 16th Sep 2014 10:22 pm. Edited 1 time in total
16th Sep 2014 7:03 pm
Fitzy73
Member Since: 09 Feb 2014
Location: Truro
Posts: 2407
I am not an adviser, but do work for one. We are not really involved with Auto Enrolment, but as a first step (assuming you haven't already) it might be worth finding out your staging date so you know when you will need to have plans in place for your staff.
There is a link to do this on the pension regulator website and you will need to have your PAYE reference number.
You should receive a letter from HMRC in plenty of time but you are right to be planning ahead and you need to be looking at giving yourself at least 6 months before your staging date.Andy
We're well past that stage. We have a scheme already that we need to change and adapt, I need to get some professional advice on our strategy, options and risks.____
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Bump. Can anyone help? Thanks to NJSS for the PM, I'll follow that one up.____
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18th Sep 2014 12:08 pm
Pelyma
Member Since: 06 Jan 2005
Location: Patching, Sussex
Posts: 15496
I'm an IFA, but at the moment I've a lot on in my personal life so I'm probably not a great person to deal with. If you PM me a bit more detail I can find someone to help, or drop LT a message he is an IFA too DS3 TDV6 HSE - Silver with Alpaca (old one) Gone
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