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Planning for Employers

JERROMS FINANCIAL PLANNING

Planning for Employers

Every employer in the UK will be required to have a workplace pension in place by the end of 2017, we will assess your requirements and work with you to provide the most suitable solution.

We insure our buildings, the contents, our vehicles, but do we insure our key employees, often not, how would the business cope in the event of the loss of a key employee, would a capital injection help, we can assess your situation and provide solutions in the form of Keyperson Protection.

A business loses a shareholder whose estate wants settlement for the shares of the deceased, where does the cash come from, we can provide advice regarding Shareholder Protection.

Please Note

A pension is a long term investment. the fund value may fluctuate and can go down. eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

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Please get in touch if you want to talk more about how we can help you.
We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.

Financial Planning in Solihull

Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

0121 693 7310

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The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based within the UK. Jerroms Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 300784. Registered in England and Wales under reference 4710626. Registered office address: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands B90 8AH.