Pension Scheme services

Pension Scheme services


Working with us

When you engage LIFT-Financial to help set the strategy for your company pension scheme you get more than just an administration service. We manage all aspects of running a pension scheme from design and implementation through to scheme governance, member communications and retirement planning.

Unlike many consultancies, we provide advice to your employees as well as to the business. Our advice service is backed-up by our team of Chartered Financial Planners so we can help scheme members at all stages from joining through to retirement.

Our Service

Here's how we help our corporate clients:

  • Recommendation of schemes providing the best value for employer and employees, including access to exclusive deals
  • Proactive approach to changes in legislation which affect our clients
  • Scheme review service to ensure it remains 'fit for purpose'
  • Clear employee communications backed-up by high-quality advice
  • Open and transparent approach to fees
Quote

Our Clients Say

Having developed a great relationship with Suzanne she has been a fantastic help in guiding my financial decision making and ensuring that I’ve planned well for the future. I’d recommend her without hesitation.

Russell B.

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