financial services

Workplace pensions

Help your employees save for retirement.

Workplace pensions

Which pension scheme.

This is not just a tick-box exercise. You may have implemented the quickest and easiest workplace pension just to make sure you comply with the regulation. You may now be wondering if this is actually the best pension for your employees.

But there may be better alternatives that even save your business money by utilising a scheme that allows different tax reliefs for the contributions.

Pension advice.

By using our services you will be providing an extra level of care and support for your employees.  

We will come to your offices and discuss the complexities of retirement planning and answer any questions that you all may have.  

We will work with your business to review any existing schemes and recommend any changes that will save costs, improve tax efficiencies, provide suitable investment options, and offer full retirement income flexibility and death benefits for the members.

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Workplace pensions

FAQs

A Few Common Questions
When considering any financial services you must remember that
  1. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
  2. The value of investments can fall as well as rise.  You may not get back what you invest.
  3. Venture Capital Trusts (VCTs) are high risk investments and there may be no market for the shares should you wish to dispose of them. You may lose your capital.
  4. Enterprise Investment Schemes (EIS) are very high risk investments. An EIS investment is usually concentrated in one single unquoted trading company. Often there is no market for the shares and it may therefore be very difficult to make a disposal. There is a strong possibility of the company failing.
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testimonials

Our Clients Trust Us

We have a number of properties with different mortgages for each. Rickard Lazenby have been excellent at helping us managing these and ensure that we are always paying the best rates. Knowing that they are independent and able to offer other services if and when needed gives us peace of mind that they will continue to help us as our portfolio evolves.

Mr Bridges, Sussex

I approached Rickard Lazenby to help with my retirement planning. Everyone was easy to talk to and very knowledgeable, they explained everything clearly and made it seem much less daunting. I would happily recommend them and in fact, I have asked that they help with our daughter’s mortgages and finances too.

Mrs Morris, Kent

With a potentially complex and diverse portfolio to manage, we really struggled to find appropriate advice and guidance. Rickard Lazenby have provided excellent advice and explained things in a clear and friendly manner, we now feel much more confident and happier in our financial situation.

Mr and Mrs Wood

Our family is eternally grateful to Rickard Lazenby for sorting out my estate, allowing my wife and I to enjoy our retirement, safe in the knowledge that our childrens' futures are secure.

Paul Bosworth
Personal Customer

As a relatively small business, we didn't have the time or resources to really look after our workplace pension scheme. Rickard Lazenby now provide us continued support and guidance, so we can focus on our business.

Shenley Farms

Rickard Lazenby helped me plan and provision for my retirement. Their guidance and advice has given me back control of my finances.

T Stannard
Personal Customer