We will work with you and your clients to ensure the decisions that are made now, help you manage your clients’ long term goals to retirement and beyond.
Retirement planning is about more than just saving into a pension plan. As individuals move through their working life cycle they will be faced with some big decisions around how much to save and where to invest. Contributing to a pension arrangement is also an ideal way to help reduce an income tax liability. We can tailor solutions to meet your client needs.
We partner with leading pension providers to offer a full range of investment options for both new contributions and transfers of existing pensions. We also provide a full post retirement investment service for ARF / AMRF holders, ensuring investment goals and requirements continue to be met.
Friends First Self Directed Investment Option (SDIO)
SDIO is a fund option which gives you greater control on how your pension/ARF/AMRF is invested, giving you access to a diversified range of options not available through a standard managed pension.
Zurich Life Self Invested Fund Platform
Focused on traditional portfolio management including bonds, equities and ETFs as well as
providing the full range of self-directed options on the platform.
Cantor Fitzgerald Approved Retirement Fund
We are a registered Qualifying Fund Manager for ARFs and AMRFs and will work with you to
create a tailored investment portfolio.
Small Self-Administered Pensions
Access to a full and diversified range of investment options through your existing trustee. If you would like to take out an SSAP but currently do not have one in place, we would be happy to work with you to select an appropriate trustee.