Group Pension Schemes
Hopkins Financial Consultants have over 22 years experience in the pension industry and have access to 5 different pension providers and over 500 different investment funds.
A key goal of our pension service is to minimise the administration overhead to your business. Our pension support team will provide regular payment reconciliations and handle all changes to the scheme with a minimum of hassle (e.g. employee’s leaving / joining).
We have established a unique process for establishing and reviewing company pension schemes. This process involves a number of stages including:
Initial Discovery Period:
Identifying Your Key Pension Criteria
Evaluation of any existing scheme
Detailed Research:
Advice on suitable pension strategy & assistance with design of the scheme
Analysis of the market to create shortlist of suitable providers
Selection of appropriate investment company and strategy
Detailed fund performance analysis
Written recommendation report
Scheme Set up:
Work with scheme trustees to ensure compliance with Pension Board
Advise company executives on their particular pension needs
Establish scheme administrative systems
Ongoing Administration & Education:
Regular communication with administrative point of contact
Provision of member booklets & presentations
Employee education sessions on scheme benefits & Fund choices
Regular Trustee updates on legislative changes
Provision of regular Trustee, Member & Executive investment reports
AVC provision
Annual scheme review with Trustees
Additional Company Benefits
As a valued client your company will have a single point of contact in Hopkins Financial who can advise on a wide range of additional benefits which you can offer to executives and employees including:
Group Life Assurance benefits
Income Protection Plans
Director & Keyman Insurance
Personal Financial Planning
If you would like to schedule a free appointment to discuss how our service may be of benefit to you and your employees, please Contact Us.