Company Pensions
A robust pension plan is essential for any business, offering security to both employers and employees. At First Rate Financial Planning, we design and manage business pension schemes that align with your company’s goals and ensure regulatory compliance. Our expert advisors provide personalised guidance to help you establish and optimise pension plans, attracting and retaining top talent.
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Why use First Rate for your Business Pension?
Choosing First Rate Financial Planning for your business pension needs ensures you receive expert advice and personalised solutions tailored to your company’s specific requirements.
With over 20 years of industry experience, our team of dedicated professionals is committed to helping businesses establish and manage effective pension schemes. We understand the unique challenges that businesses face and work closely with you to design a pension strategy that benefits both your company and your employees. Trust us to provide the guidance and support you need to secure a prosperous financial future for your business.
Company Pensions
Providing your employees with access to comprehensive company pension plans is essential for their long-term financial well-being.
At First Rate Financial Planning, we specialize in setting up and managing company pension schemes that align with your business goals and comply with regulatory requirements. Our expert advisors will help you choose the right pension plan, manage contributions, and ensure seamless administration. By offering attractive pension benefits, you can attract and retain top talent, demonstrating your commitment to your employees’ futures.
Retirement Options
At retirement, employees have several options to access their pension benefits.
These options include taking a tax-free lump sum, purchasing an annuity for guaranteed income, or transferring the pension fund to an Approved Retirement Fund (ARF) for more flexible access to their savings. The number of options available will depend on the type of pension scheme and individual circumstances. Our advisors will help your employees understand their retirement options and make informed decisions to maximize their retirement income and achieve their financial goals.
What Our Clients Say
Hear from our clients about their experiences and how they found working with First Rate Financial Planning.
Geanina Costan2024-05-03Highly recommended First Rate Mortgages ! Kevin and the team are absolutely amazing !Linda Murray2024-04-30We contacted Kevin and the team in First Rate last year when we were beginning our journey to try and buy a property. At every step of the way we received fantastic guidance and advice. They have been so easy to work with, always prompt and friendly. We have just gotten keys to our first home and we couldn't be happier! I would highly recommend the team. They made the whole process so much easier. Thanks Kevin and all the team at First Rate.Simon Silva2024-04-06First rate should be everyone’s first choice! Kevin and his team are superb, very knowledgeable, patient and reassuring all the time, we knew we had found the right Brokers when 6 different people recommended First rate mortgages to us. Overall 10/10, they’re the right team if you want a stress free journey 🙏Lee-ann Kelly2024-03-20Kevin & the team go above and beyond to make the process as stress free as possible. Ongoing engagement, clear communication and real-time responses/support being key. Their online portal for uploading the initial documentation is clear to understand and user friendly, and the team are there to support...when you make the occasional mistake!! Would highly recommend!!Noel Reville2024-03-20Fantastic service, patient, diligent throughout the extended process . Would highly recommendClaire Nelson2024-03-20Rachel and Kevin at First Rate were incredibly supportive during our mortgage application process and were extremely patient in guiding us through all the various hoops. They facilitated a positive outcome for us, which we are very grateful for.Lauren Walker2024-03-14Made our process with our mortgage so smooth and reassured us every step. Highly recommend Shay and his team 😊Kellie-Marie Connolly2024-01-24I would highly recommend First Rate mortgages. We dealt with Kevin who made the process very simple,quick and stress free. The team especially Lorna and Patricia were very helpful and were in constant contact with updates which was brilliant. Thanks to the team for all your help on getting our first home. We are over the moon and couldn’t have done it without all your help.Tadhg Rohan2023-12-14Can very highly recommend them. Rachel and Barry were a great help throughout the whole mortgage process and always on hand with any queries I would have myself. Brilliant service.
