Notice

Group Personal Pensions

We aim to offer the most efficient system of managing pension
schemes - reducing the hassle to employers and enhancing the
perception of employee benefits among staff. We research suitable
pension schemes available, implement and adminster the scheme
once up and running (efficiently handling member enquiries, leavers
and new recruits).

• Flexible arrangements for each employee
• Level of employer contributions decided by employer
• Level of employee contributions decided by employee,
  or with lower limit decided by employer
• Employer can decide on qualifying period of service
• Each employee has own pension pot and can access information on this as they wish
• Should employee leave, the scheme can become a personal pension which they can
  continue to contribute to if they so wish
• Annual management charge based on fund means no exit penalties when funds are
  moved (in most cases)
• Individuals have a wide range of funds to choose from, which should match their
  own attitude to risk

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

 


The Financial Services Authority does not regulate taxation, tax planning or trust advice.
Levels and bases of, and reliefs from, tax are subject to change.

JB Wealth Management Ltd is authorised and regulated by the Financial Services
Authority (http://www.fsa.gov.uk/register/home.do).
FSA Registration No: 118513

JB Wealth Management Ltd
Registered Address:
8-10 South Street, Epsom, KT18 7PF
Registered in England and Wales, No. 01347949