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Warwick Office:

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

Perspective (Warwick Financial Solutions)

Warwick Office
3 Charles Court
Budbrooke Road
Warwick
CV34 5LZ

Telephone: 01926 400441

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Perspective (Warwick) is a trading style of Perspective (South) Ltd which is authorised and regulated by the Financial Conduct Authority.
Perspective (South) Ltd, Registered in England and Wales No 03120930 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (South) 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