Our aim at Walker Crips Pensions is to help you achieve your retirement goals. We understand that our clients and their advisers are busy people.
So when it comes to looking after your pension, we look at it from your perspective.
We take on as much of the administrative work as possible. We keep you fully informed and are always available to help you.
We want you to have the control of your pension arrangements.
Designed for individuals looking to control their pension fund investment. SIPPs offer significant benefits in pension and tax planning by allowing considerable flexibility for pension fund investments, in addition to when and how benefits are taken.
With flexible charging structures available (from entry level for cash and unit trusts through to a bespoke service that can hold the full range of permitted investments including commercial property), you have the ability to switch between these as your circumstances change.
Primarily designed for company directors or owners to both build a pension fund for their retirement and also to help with the running of their business, a SSAS allows flexibility, tax-efficiency and control.
Acting as Scheme Administrator for your SSAS we will maintain your investment records, keep you and your investments up to date and in line with any tax changes, file your quarterly and annual reports with HMRC and we endeavour to protect you from any potential unauthorised payment issues.
Unlike many other providers, we feel that this is an integral part of our role to ensure your SSAS is running smoothly.
Call 01904 544312 now to take advantage of our pensions expertise to help your clients invest up to £40,000 in this tax year.
Subject to HMRC rules.
This site will tell you more about us, our experience and expertise. But there is no substitute for talking to us. We hope that you will.
Call us on 01904 544312
Or email us at [email protected]
Contact Wendy Eastwood on 01904 544312 or email [email protected] to transfer a SIPP to us with no initial set up fees.
It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.