Group Pension Schemes

Hopkins Financial Consultants have over 20 years experience in the pension industry and have access to 8 different pension providers and over 800 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:

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.