Corporate pensions

Today's workers still value pensions as the most important part of their remuneration package^† and believe they remain the best way to save for retirement. It's therefore no surprise that providing a workplace pension is rewarded by increased employee loyalty.

So whether your organisation is introducing a pension scheme for the first time or you wish to review your existing arrangement, Barclays Financial Planning can help.

We have access to a wealth of experience in all types of Defined Benefit and Defined Contribution pension schemes. Whatever your company size, we will guide you through the pension planning process with services to help you design, review, implement and monitor your pension arrangements.

1. Current plan review
The process considers whether your current pension provision is meeting employees' needs, and aligns a modified or new plan to your business strategy.

2. Benefit sourcing and implementation
Your corporate financial planning team will work with you to agree an overall pension strategy, recommending a suitable provider and supporting the implementation of your plan. We choose providers based on dependable service, competitive prices/fees and a commitment to the long–term provision of pension schemes.

3. Communications strategy
Effective communication and consultation of any change to an existing pension scheme – or the benefits of a new scheme – is key to success. As well as workshops, we provide scheme documentation and marketing material. The scheme provider will give regular fund valuation updates to scheme members. All of which is designed to increase take–up and help your employees to make informed decisions about their pension benefits.

4. Review
We will work with you on an agreed basis to ensure that you have all of the necessary data available to conduct a review. We can also undertake at any point a review of your scheme to ensure that the service levels and costs remain competitive.

For more information call 0800 587 2024 to book an appointment or request a call back.

^†National Association of Pension Funds, 2008