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

September/October Magazine 2018

September/October Magazine 2018

Cash may not be King: Pension savers risk a significant tax bill 

Download

Factsheets

A Guide to Self-Invested Personal Pensions

A Guide to Self-Invested Personal Pensions

Taking greater control of your retirement plans for the future

Download

News + Media

Better Safe Than Skint…

Monday April 30, 2018

Traditionally 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 …

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Insistent Client- Defined Benefit Disaster

Monday April 30, 2018

There has been much discussion within the financial advice sector on the term “insistent client” ever more so with regards to Defined Benefits transfers and how this should be approached. Let me nail my colours to the mast from the outset. There is no place for “Insistent client” within the Financial Planning Profession for the …

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Stock Market Turbulence Is Normal

Monday March 19, 2018

state pension, retirement age, retirement planning, workplace pensions, starting a pensionDon’t let global uncertainties affect your financial planning for the years ahead. The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let global uncertainties affect your financial planning for the years ahead. Individuals who stop their investment …

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Can “DIY” pension be the best option for DB transfers

Monday March 19, 2018

I read with interest the rise in individuals managing their pension pots has increased from 5% to 30% since pension freedoms in 2015. Should there be concerns or is this just down to the general public’s view on financial planning, we read almost every other day that self-managing pensions are the best option, why pay …

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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.

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