Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453
Evesham: 01386 422611

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Group Retirement

  • Up to the minute advice on all aspects of this constantly changing field
  • Expertise and access to all group solutions
  • Advice on using pensions to help expand your business

We can advise on a scheme that will suit your company requirements for the present and be adaptable for the future, whilst also offering flexibility for your employees. It may be that you require differing schemes for differing levels of seniority or just one scheme for all.

We can advise on a scheme that will suit your company requirements for both the present and adaptable for the future, whilst also offering flexibility for your employees. It may be that you require differing schemes for differing levels of seniority or just one scheme for all.

We advise on, but are not limited to, the following group scheme solutions:

  • Group Pension Plans (GPPs)
  • Group Stakeholder Pensions
  • Group Self Invested Pension Plans (SIPPs)
  • Small Self-Administered Schemes (SSAS)
  • Occupational Schemes including Defined Benefit and Defined Contribution
  • Auto Enrolment and NEST Pension Schemes

At McCarthy Taylor, we can advise on how auto enrolment legislation affects you, and ensure that your retirement schemes will meet these new requirements.

Further services can include:

  • Member induction meetings
  • Group presentations to the workforce
  • Day to day scheme administration
  • Ongoing advice and support