Many firms regardless of size think pension are all the same but nothing could be further from the
Common Concerns for employers:
At Pegasus Financial Consultancy, we provide a full advisory service to solve all the above concerns and assist small and medium size firms on improving their existing pension schemes or designing a new scheme.
Our advisory service consists of the following
1. Discovery Meeting:
a. Listen to you the employer to understand your specific requirements and needs.
b. Explain your obligations as an employer towards your staff in terms of pension
c. Ensure you understand how pensions work and the differences within them.
d. Explain an overview of the likely costs of a scheme to be put in place.
e. Agree a brief with you the employer to ensure our recommendations are reflective of the criteria you have set out.
2. Review and Research:
a. Once the discovery meeting has concluded and a brief has been agreed, we begin our review process.
b. Detailed analysis of any existing schemes to identify any potential improvements.
c. Research the market to identify the most suitable option for your firm’s requirements.
3. Recommendations Meeting:
a. Once our review period is completed, we will provide you with a detailed report of
b. Full explanation of the reasons we have made our recommendation.
c. Breakdown of all aspects you need to be aware of our recommendations.
4. Initial Implementation
a. We will then agree a timescale for the implementation of this plan.
b. We agree with clients all the necessary steps towards the successful implementation of any plan
5. On Going Support
a. We work with all our corporate clients to ensure on a yearly basis their employees are met and updated all aspects relevant to their pension scheme.