These are some examples of clients we have helped and who's affairs we are currently managing, We have changed names and some facts to protect client confidentiality.
Group Pensions
We had acted for a business owner for several years during which time we had on several occasions argued successfully against the company’s group pensions advisers with regard to directors benefits.
Our client asked us to review the group personal pension plan. Our review highlighted the fact that the scheme was both antiquated for the staff and expensive for the employer. The scheme was still using manual cheque and list procedures and the pension consultant was making personal calls for all staff enquiries which was costing the employer significant sums in consultancy fees.
We moved the scheme to a directly (principally internet based) managed modern group personal pension plan. This then negated the need for the group pensions advisers and saved the employer significant costs each year.
Where required the employer calls on us to provide advice to staff whom they wish to help, otherwise the pension plan is dealt with by the provider and employer.
- Independent Financial Advisor
- Chartered Financial Planners
- Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority