Peter C Hart Dip PFS Independent Financial Advisor Old Fashioned Values with Ultra Modern Technology
Peter C Hart Dip PFS Independent Financial Advisor                            Old Fashioned Values with Ultra Modern Technology

Keep it simple- Let us take care of it...from £500 set up fee

Understanding your responsibilities:

 

There are 33 steps to follow, many with their own complications.

The Pensions regulator offers guidance... currently over 254 pages of it!

Who in your company can tick all the boxes:

  • Pensions expert 
  • 103 days free to focus on this project
  • Understands pensions legislation and the implications
  • Can choose a good pension provider
  • Can present the scheme to staff objectively and avoid 'coercion'
  • Knows what to tell workers about Opting In
  • Knows what to tell workers about Opting Out
  • Knows when to re-enrol opt outs
  • Can answer employee questions
  • Can comply with the communication guidelines and timescales
  • keep compliant accessible records
  • Can keep contribution records
  • understands tiering
  • understands retirement options

..............................................Call us

 

Free up your time & your staff time to focus on running your business  

 

We can:

  • Manage the costs down
  • Show you how to make savings to offset costs
  • Project manage the process for you
  • Ensure the deadlines and milestones are met
  • Provide automated systems to connect with your payroll
  • Choose the right provider
  • Ensure that communications are compliant
  • Provide a helpline for employees
  • Provide individual advice where required
  • Provide ongoing reviews
  • Take the risk & responsibility away from You

Call us today for a FREE initial consultation and review  or click the link to use the contact form

Book a meeting

Tel:

07580 099 079 or

0113 457 4791

 

E-mail

pete@yorkshirewealthmanagement.co.uk

Office hours- flexible to fit in with clients needs.

In order to visit us

Peter C Hart Dip PFS & Cert CII

Independent Financial Advisor 

7 Feast Field,
Horsforth,
Leeds,
LS18 4TJ

 

Or use our contact form.

Testimonials from Existing Clients

Reviews and Ratings for Financial adviser Peter Hart, Leeds

Life has so many surprises it's best to be prepared and have a partner you can count on. Please contact me to advise of your needs.

Backed by

Yorkshire Wealth Management Ltd

which is authorised and regulated by the

Financial Conduct Authority no.767418

 

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© Peter C Hart Dip PFS Independent Financial Advisor