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Corporate Services

Advanced Asset Consultants provide business owners with a comprehensive corporate holistic financial planning service. We work in conjunction with other professional trustees,scheme actuaries as well as sponsoring employers in the following:

Member Advice in Defined Benefits Scheme

Occupational Review Service

Trustee Support in De-risking (ETV,PIE and Reflex)

Selecting the best benefits strategy is a core part of building a successful company. We ensure that our clients are able to continue meeting the challenges of a competitive business environment whilst ensuring they are adequately protected. This could be a simple case of reviewing, strengthening and streamlining your existing requirements or it may involve introducing a completely new set of employee benefits.

In today's world of tight budgets and timescales, we will work with you to organise a simple, headache-free package for your employees. This could even include a financial planning service to your employees at greatly reduced cost to them.

Alternatively, you may want to empower and reward your employees by allowing them the flexibility to build their own package from a range of options you set. Working with Advanced Asset Consultants means you take the lead: you set your priorities and you choose your own package of assistance.

Workplace pensions is a particular concern for business owners who lack the time to find their way through a maze of information and legal requirements. Thankfully, our advisers are there to support you.

From straightforward life cover and complex pension planning to implimenting a workplace pension scheme, we streamline the process making it as understandable as possible.

For more information on Workplace pension planning, please email us for a helpful factsheet.

Other services:

  • Group Pensions/Workplace Pension scheme reviews
  • Corporate Insurance
  • Corporate Financial Planning
  • Key Person Protection
  • Directors Share Protection
  • Employee Benefits Arrangements
  • Employees Financial Planning Service
  • Personal Pension/Self Invested Personal Pension/Small Self-Administered Scheme
  • Group Income Protection plans

Download your employers guide to Auto Enrolment

Arrange an Appointment

Financial Guides

May/June 2019 Newsletter

May/June 2019 Newsletter

Inheritance Tax no longer something that affects the very wealthy

Download

Factsheets

Guide To The Final Retirement Countdown

Guide To The Final Retirement Countdown

Time To Review Your Financial Plans With A Financial Check-Up?

Download

News + Media

Power of Attorney and Pension

Sunday February 10, 2019

£21.6 billion has been accessed since pension freedom were introduced,in 2018 730,000 individual withdrew £6 billion from their pension holdings.Most of the withdrawals represent small amounts circa £8,000 per individual. However there are clients who have accessed much larger pots by way of Defined Benefit transfers and moving into drawdown to access the flexibility that …

The post Power of Attorney and Pension appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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What does good pension advice look like

Sunday February 10, 2019

The chances of a client fully understanding the implications of a transfer will vary across the market, most clients who receive an option to transfer focus on one thing and one thing only the “BIG” number on that bit of paper. This can be considerable and may well be an eye-watering number moreover their biggest …

The post What does good pension advice look like appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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Financial goal-setting

Friday November 02, 2018

“A goal properly set is halfway reached”. Zig Ziglar The key to building wealth Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life. We all want financial freedom, but how will we achieve it? Financial goal-setting is the key to building wealth. There …

The post Financial goal-setting appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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Better Safe Than Skint…

Saturday June 30, 2018

AAC Better Safe than SkintTraditionally when retiring an annuity was purchased providing income throughout life providing longevity protection with over 700,000 pension holders accessing their pots, 17% of which have purchased some form of an annuity, not that surprising I hear you say. However, annuities purchased from existing providers (clients not using open market option) are still hovering around …

The post Better Safe Than Skint… appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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Registered in Scotland SC362302 Advanced Asset Consultants Ltd. is authorised and regulated by the Financial Conduct Authority FCA Registration No: 506551 The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Advanced Asset Consultants Limited on 0141 331 2434.