Our expert help for senior individuals on their executive pension arrangements includes the need to deal with the ongoing implications of changes to pensions taxation and the issues and options that individuals should consider.


We recognise the complexity surrounding the Annual Allowance (AA) and Lifetime Allowance (LTA) and regularly help clients in this planning, alongside other issues such as income withdrawal, phased retirement and general retirement planning issues. 

As well as advising individuals directly on their executive pension plans, we work with many corporates in developing their retirement strategies to ensure that they provide a mutual advantage to the employer and the executives alike. Much of this advice tends to focus on providing guidance on opt-outs and compensation levels.

Our expert help for senior individuals on their pension arrangements includes the need to deal with the ongoing implications of changes to pensions taxation and the issues and options that individuals should consider.

We recognise the complexity surrounding the Annual Allowance (AA) and Lifetime Allowance (LTA) and regularly help clients in this planning, alongside other issues such as income withdrawal, phased retirement and general retirement planning issues. 

As well as advising individuals directly on their pension arrangements, we work with many corporates in developing their retirement strategies to ensure that they provide a mutual advantage to the employer and the executives alike.  

We offer a wide and flexible range of services which can be tailored to the individual client’s specific needs, are fully independent and not geared to promotion of any product.

We have up-to-date briefing notes available for:

These documents are designed to help those concerned about the adverse impact of pensions taxation involving the Tapered Annual Allowance (AA) and Lifetime Allowance (LTA), which see many facing tax charges on their ongoing pension savings.

We are experts in providing the following executive pension services:

  • reviews of pension arrangements of senior staff at various organisations, including Banks, Insurers, Schools, Universities, Local Authorities County Councils, FTSE 350 companies, SME’sand members of various other Public Sector schemes
  • guidance on setting up unfunded and unapproved pension arrangements

If you need support on tax efficient pension provision and retirement planning, get in touch with us today.

Contact us for all enquiries

For more information about the independent, expert services we provide in this area, speak to our team today.

Get in touch