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Corporate Pensions

We have worked with many successful business owners, enabling them to plan for financial security in retirement. A number of possible solutions are available to provide you and your staff with tax-efficient benefits in retirement.

Choose the right Workplace Pension Plan for your business

Listed below are some of the Workplace Pension Plans and arrangements we have implemented with corporate clients that we would be happy discuss with you:

Group pension plans
An increasingly beneficial recruitment tool and a justifiable company expense.

Executive pension arrangement
Enabling you and your family to benefit from the success of your business.

Salary sacrifice arrangement
Providing cost-effective pension planning opportunities for your employees, while at the same time reducing employer National Insurance costs.

Trustee based arrangements
Providing a cost-effective option for trustees, enabling you to transfer the scheme liability to a new pension arrangement, thereby securing employee pension rights.

The value of a pension with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Flexible Investment Planning

At Cooper Associates Wealth Management our financial advisers take the time to gain a thorough understanding of the requirements of your business. We will work with you and provide a bespoke solution that enables you to benefit from the continued success of your company.

Book an appointment

Our expert advice is no-obligation, simple and tailored to you. Why not book an appointment?

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Cooper Associates Wealth Management have always put my best interests first by giving advice which is second to none. I would recommend their services to anyone as their knowledge, service and support is exceptional.

Jos Buttler – England Cricketer and Cooper Associates Group brand ambassador

Our Locations

Taunton (Head Office)

T. 01823 273 880

40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR

Bristol

T. 0117 973 0500

Tyndall House,
Whiteladies Road,
Clifton,
Bristol, BS8 1PB

Cheltenham

T. 01242 569 853

Honeybourne Place,
Jessop Avenue,
Cheltenham GL50 3SH

Exeter

T. 01392 345 544

Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG

London

T. 0203 8179479

30 Lombard St,
London,
EC3V 9BQ

Plymouth

T. 01752 746 848

4th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP

Reading

T. 0118 207 9319

1210 Arlington Business Park,
Theale,
Reading RG7 4TY