This page provides links to sites which existing clients may wish to access as well as other useful documents for existing and potential clients.
The Pension Service Pension Tracing Service - If you have an old employer's pension benefit this Service can trace the Scheme on its database and confirm contact details of the pension provider if a match is made.
The Pensions Regulator - As the UK regulator of work-based pension schemes, the Pensions Regulator website will help you to understand work-based pension schemes.
HM Revenue & Customs Pensions Schemes - This provides the entire manual of rules regarding tax-relievable pension schemes.
TAKING YOUR RETIREMENT BENEFITS
The Pension Service - When you are close to the state pension retirement age this website explains how to claim your state pension
Get a State Pension Forecast - This allows you to obtain an estimate of your State Pension entitlement.
HM Revenue & Customs - This explains your pension lifetime allowance and how to notify HM Revenue & Customs of your allowance. This is an alternative link.
Money Advice Service - This FSA website offers the facility to compare annuity options from different providers when buying your pension at retirement
MAKING AN INVESTMENT
Financial Times - The FT Markets Data provides uptodate prices of stocks and shares and the stockmarket indices.
National Savings and Investments - For capital secure savings and investments backed by HM Treasury
Money Advice Service - The Financial Services Authority website provides facts about financial products and services.
HM Revenue & Customs - General information on tax provided by HM Revenue & Customs.
HM Revenue & Customs Self Assessment - If you need assistance completing your tax return this website will tell you what you need to do and when
HM Revenue & Customs R85 Checker - You can use this tool to check whether the tax-free interest from your bank or building society account can be paid, that is without the tax being deducted at source.
HM Revenue & Customs Pensions Schemes - If you need to know how to comply with tax obligations in relation to your pension scheme this website shows you how
Directgov - This website confirms the Income Tax, National Insurance and Tax Credit rates and explains arrangements to deal with a death.
Link for Tax - current and recent tax years
Link for National Insurance - current and recent tax years
Tell Us Once
REGULATORY & GOVERNMENT BODIES
The Financial Services Compensation Scheme (FSCS) - Information confirming the limits that the Financial Services Compensation Scheme (FSCS) will pay as compensation in the event of a claim being made.
Money Advice Service- The Financial Services Authority website gives you the facts about financial products and services to help you make an informed decision.
Department of Work and Pensions - This website confirms the different State Benefits and services currently available.
Lasting Power of Attorney - You will find the information on what you need to do now to choose somebody you trust to make decisions on your behalf regarding your property and financial affairs when you are unable to do so.
National Savings and Investments - To buy Premium Bonds or NS Certificates backed by HM Treasury.