"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.

Pensions

At Samuels Financial, we provide you with expert and professional advice, which focuses on your individual requirements. This is of paramount importance and will be the cornerstone of your corporate pension arrangements.

We can provide advice on setting up personal pension plans for directors and employees in addition to corporate pension schemes which in essence is a formal arrangement between a company and its employees that provides funding for the employees' retirement. This pool of funds can be financed in several ways and will eventually be used to make periodic payments to retired employees. In most cases, both employer and employees make regular contributions to the plan.

A corporate pension scheme can provide a flexible and tax efficient tool for your business. Employer contributions to the scheme will reduce taxable profits and the funds within the scheme can be used in a variety of different ways.

Samuels Financial can provide specialist advice on how to make a corporate pension plan work for your business, whether you want to save tax, release additional income, or both – while of course building up a substantial pension fund to benefit scheme members.

Other areas where we can help with your corporate pension planning include:

  • Stakeholder or Group Personal Pension Schemes
  • Salary sacrifice arrangements
  • Investment of SIP and SAYE share options schemes into pension arrangements
  • Executive pension arrangements
  • Trustee based arrangements

Whether you need to discuss a new pension arrangement or have questions about an existing scheme, speak to one of our corporate advisers today to find out how we can help you.


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