"We have been utilising Samuels Financial's services for 12 years in managing the company's financial matters including rectification of a poorly setup employee pension scheme which is now managed well with regular meetings." Anthony Poole, MD Pure Synergy Group Limited, Manchester

"We have worked with Samuels Financial since our fledgling business years. Always ready to challenge the conventional and provide a refreshing business perspective on diverse matters, Samuels Financial remain a trusted business partner." Nick Wright, Creative Director, Studio North

Samuels Financial – Advisors who believe our service is about building relationships and helping you with all your personal or corporate financial needs.

We take the worry out of your life, with a life assurance service which is personal and tailored for you.

"Samuels Financial helped me to put my pensions, investments and life insurance into order. Now I know where I am going with my financial future and retirement planning and I feel more confident with Samuels Financial by my side." Ashok Shah, Manchester

"Samuels Financial have acted as our financial advisers for more than 10 years. They combine a first rate knowledge with a friendly and personal touch. We would have no hesitation in recommending their services." Lyn & Malcolm Waite, Liverpool

Samuels Financial – Giving you solid advice and help about your pension plan, as well as helping you choose the pension which suits your needs.

Choosing the right savings plan for you can be a life changing decision, let Samuels Financial help you find a savings plan that’s right for you.

Group

Pension legislation and the way benefits are provided have changed so much over recent years that many employers feel that they are no longer in total control of this important employee benefit.

At Samuels Financial it is our aim to keep you informed with regard to all aspects of corporate pensions, and work closely with you so that:

  • As an employer you are able to encourage your employees to plan for a secure retirement, no matter how far distant that event appears to be.
  • When seeking to recruit new staff, your company pension scheme will enhance the package on offer, helping you to attract a better quality of staff.
  • Your company's ability to retain staff is enhanced and they will feel less disposed to move on to another employer.
  • You are relieved of any worries about the extra administrative burden on you and your company.

Samuels Financial has relationships with a number of carefully selected market leading pension providers, allowing us to advise on a range of pension products.

Our areas of expertise

If you are running a successful business, we can help you to use the business to generate financial security in retirement. We have a range of potential solutions that will provide both you, and your employees, with tax efficient retirement benefits.

We will take the time to understand your needs and recommend a solution that will enable you to benefit from the success of your business.

Areas that we can advise on include:

  • Stakeholder arrangements and group pension plans for your colleagues and employees. These are both an attractive recruitment tool as well as a justifiable business expense.
  • Salary sacrifice arrangements that will provide cost effective pension planning opportunities for employees whilst reducing employer National Insurance contributions.
  • Executive pension arrangements enabling you and your family to reap the rewards from the success of your business.
  • Trustee based arrangements that offer a cost effective solution for trustees to transfer the scheme liability to a new pension arrangement, thereby securing employee pension rights.

As you can appreciate, corporate pension planning is a complex but highly rewarding area if you get it right. We are happy to discuss your own circumstances in further detail, please contact one of our corporate advisers.


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