Group Personal Pension
As a result of the many changes to the company pension scheme landscape in recent years, many employers feel more uncertainty about this vital benefit for their staff.
Auto-enrolment and making sure you are compliant
In 2012, the government introduced auto-enrolment, which has impacted all employers. As a business owner or director, you now have a legal obligation to understand the pension entitlements of your staff. You will be required to know how the schemes available impact your employees, what duties you need to comply with and the action you need to take. Our expert team of financial advisors can help employers develop a group personal pension plan that meets everyone’s needs.
At Cooper Associates Wealth Management, we work with a number of employers, operating in a variety of sectors and of varying sizes. Our financial consultants work hard to ensure they are fully aware of the requirements and ensuring they comply with the latest legislation.
We work with you to ensure you understand the process and make it as smooth as possible, allowing you to focus on running your business.
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.
Auto-Enrolment products are not regulated by the Financial Conduct Authority.
Committed to your objectives
Planning your retirement with Cooper Associates Wealth Management puts you in control so that you can be confident about your future.
Our financial consultants are hugely experienced in helping people plan a long and happy retirement with the lifestyle they desire.
We offer a service that is personal to you, delivering bespoke advice to suit your individual requirements. We have access to a range of plans to help provide for your retirement, no matter what stage of planning you are at.
Book an appointment
Our expert advice is no-obligation, simple and tailored to you. Why not book an appointment?
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 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