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?
Our Locations
Taunton (Head Office)
T. 01823 273 88040 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR
Exeter
T. 01392 345 544Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG
Plymouth
T. 01752 746 8484th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP