PENSION ALLOWANCES
Help your high-earners avoid an unwanted tax charge!
Book a demo of our self-service portal
Our online self-service portal allows the user to enter financial information and see if they are likely to be affected by the allowance limits. If they are affected, we let them know what actions can be taken and signpost them accordingly.
Annual Allowances can be a tricky subject for your members to get their heads around.
Nobody wants to be stung with an unexpected tax charge, especially when it could be avoided.
As the Annual Allowance usually affects the highest earners in a company, it is highly likely that it affects your boss or your boss’ boss! These are often key people in your organisation and may not even know that they are at risk.
The clock is ticking to help your employees…
Nobody wants to be stung with an unexpected tax charge, especially when it could be avoided.
As the Annual Allowance usually affects the highest earners in a company, it is highly likely that it affects your boss or your boss’ boss! These are often key people in your organisation and may not even know that they are at risk.
OUR SOLUTION
Here’s a snapshot of how we can help.
⟶ Online portal
Our online self-service portal allows the user to enter financial information and see if they are likely to be affected by the allowance limits. If they are affected, we let them know what actions can be taken and signpost them accordingly.
⟶ EASY set up!
We can implement and manage an annual allowance portal quickly for a fixed cost. You get a dedicated project manager to ensure smooth operation, with monitoring and reporting to gain meaningful MI.
⟶ Advice
Our Qualified FCA regulated advisers are ready to run face to face member presentations, helping your members avoid a hefty tax bill by arming them with advice and knowledge.
⟶ Communication
We deliver targeted communications through email, videos, SMS, print and much more - ensuring all your members are aware of their situation.
Get in touch.
We’d love to hear from you. Simply fill out the form, email or give us a call.
✆ 01483 617010
Acknowledgement: By submitting this form, I acknowledge that I have read, understand and agree with the Privacy Policy.