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Workplace Pensions

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Group Pension Schemes

We provide advice to all employers on all Workplace Pension and Group Personal Pension Schemes.

Our strength is our ability to explain complicated issues in a clear and comprehensible way.

We can help you with:

  • Setting-up and running new schemes
  • Governance advice including Auto-Enrolment compliance
  • Administration support
  • Review of existing schemes to achieve:
    • Management charge reductions
    • Service improvements
    • Wider access to funds
  • Pension surgeries for employees – new staff, those nearing retirement or changing funds/contributions

The Financial Conduct Authority does not regulate some aspects of workplace pension schemes

Where a client’s circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd nationally. Many of our financial planners hold advanced qualifications in specialist areas of advice, as well as having decades of experience in solving almost all financial planning related issues.

South West
Corporate Financial Planning

Ready for some corporate financial planning advice?

Find out more about how we can help by speaking to one of our financial planners today.

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Perspective (South West) Ltd, Registered in England and Wales No 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South West) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (South West) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk