Pension tax guidance

This is the bread and butter of our work.

Group seminars or individual guidance sessions to explain how pension schemes work and what the tax rules are.

Since June 2018 we've seen around 2,000 people in seminars and around 150 individuals.

We predominantly work with Public Sector workers in the NHS, Civil Service, Fire, Police and Education services. That's not an exclusive list and we have helped many others too.

 

Policy and strategy support

With our experience and the knowledge of what is of concern to individuals we help employers and policy makers appreciate the impact of the legislation and learn what they can do to support their staff or members.

We can work with HR/workforce teams, payroll and pensions staff and schemes, organisations, member representative bodies or other groups who benefit from the direct experience we can share.