Straightforward Solutions to Complex Problems

• Quality Employees Expect a Pension

• Attract Better Employees 

• Reduce Staff Turnover 

• Increase Employee Loyalty

• Final Salary Related Schemes 
• Off the Shelf 
• A Collection of Individual Plans 
• Bespoke Design

• Final Salary Schemes 
• Difficult to Administer 
• Unknown Cost 
• Expensive for Employer 
• Short Term Employment 
• Increases Costs

• Restrictive & Rigid 
• Not Relevant to Company Plans
• No Investment Freedom

• No Employer Control 
• No Employee Loyalty 
• Administration Burden on Employer 
• Not a “true” Scheme

• Flexible Low Cost 
• Employer Control 
• Costs Known & Controlled 
• Fits Company Plans 
• Investment Freedom

1. Decide on Scheme Rules & Objectives 
2. Establish Trust Deed 
3. Open Trustee Bank Account 
4. Appoint Investment Adviser 
5. Appoint Administration Provider

• What Retirement Age? 
• Levels of Contribution for Employer & Employee? 
• Single or Special Contributions? 
• Provisions on Death?
• Lump Sum on Retirement? 
• Income on Retirement? 
• What happens on Leaving Service?

Your W.I.N. adviser can help answer these and other questions

• Designed around Company Requirements 
• Can Mirror U.K. Schemes 
• Gives Company Control of Costs 
• Company Directors as Trustees 
• Separate Trustee Account Arranged with Own or Alternative Bank

• Local Contact 
• Impartial Advice 
• Regular Reviews 
• Company Input on decisions

• U.K. based 
• Specialists in U.K. and International Pension Administration 
• State of the Art Technology & Systems 
• Secure Data Transfer 
• Quarterly Reporting & Valuations

• Simple Questionnaire 
• One Combined Agreement

• Trust Deed Established 
• Trustees Appointed 
• Trustee Bank Account Opened 
• Investment Objectives Agreed 
• Data Links Established 
• Scheme Commences

• Personalised Scheme 
• Simplicity Control for Employer 
• Low Costs 
• Flexibility Expertise in all areas 
• Minimal Employer Administration 
• Single Point of Contact.

Contact Information

If you would like to obtain more information or to arrange a discreet, free and without obligation consultation, please feel free to make contact using the details below to find out about local representation in your area.

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