Occupational/Workplace Pension Services & Advice

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Occupational Workplace Pension Services

We understand that navigating the world of pensions can be daunting, which is why we are committed to providing you with all the necessary information and support to make informed decisions. With our workplace pension advice in Lancashire, you can rest assured that your pensions are working for you and that you'll have a secure financial future.
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Understanding Occupational Pensions

Workplace pensions, also known as occupational pensions, are retirement savings plans provided by employers. They involve contributions from both the employee and employer, which are paid throughout the employee's working life. As of 2012, all employers are required to enrol their employees into a workplace pension plan when they begin working.

Since the year 2012, the majority of individuals who have been a part of the workforce have likely accumulated several occupational pensions throughout their careers. It's crucial to ensure that these pensions are being maximised to their full potential to secure your future retirement. To help, we offer expert workplace pension services that cater specifically to your needs. Our team of experienced professionals offer occupational pension advice in Lancaster and surrounding areas, and will guide you through the process of selecting the most suitable pension products to invest in, ensuring that they align with your financial goals and provide you with the best possible return on investment.

Understanding Pensions

Workplace pensions can take many different forms and can be complex. With over 30 years of experience in providing retirement planning and specialist work pension advice in Lancashire, our financial and occupational pension advisers at David Kneale are able to talk you through your workplace pension and discuss potential options for your future.

We help you navigate the complexities of workplace pensions, making retirement planning easier and more efficient. 

Whether you are planning to consolidate them or switch plans, we have the experience to ensure your money is working for you.

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Planning for your retirement is a crucial aspect of your financial well-being. Workplace pensions play a key role in securing a comfortable retirement. If you have not yet started organising your pensions, don't worry; it's never too late to begin. We understand that everyone's situation is unique, which is why we offer an occupational pension advisory service in Lancaster and the surrounding district, starting with an initial consultation with all new or potential clients. 

During the consultation, we will discuss your current pension arrangements (if any), your retirement goals, and the services we can offer to help you achieve those goals. By working together, we can develop a tailor-made plan that will put you on the path to a comfortable retirement.

Our services include providing you with a personalised occupational pension plan that best suits your requirements. We offer recommendations, implementation, and, most importantly, ongoing reviews to ensure your plan is always up-to-date. So, if you're looking for a workplace pension advisory service in Lancashire, schedule a free consultation by contacting us at 01524 39888 or emailing us at mail@dkfm.co.uk.

Arrange Your Free Expert Consultation

An initial consultation is available and accessible to all new or potential clients, where we will discuss the services you may require from us. These services include the recommendation, implementation and, most importantly, ongoing review of the best financial/investment plan to suit your individual requirements.
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David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ
01524 39888mail@dkfm.co.uk
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