Corporate Pensions

 In Pensions and Retirement Planning, Z Home Case Studies

Event Date:

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

The Challenge  

To create a corporate pension scheme for the directors of a Nottinghamshire business and integrate it with their existing personal pension arrangements.

Our Solution 

We created a pension plan with all contributions charged to the employer. We also reviewed and transferred their existing personal pension savings into this scheme.  The two directors now have their pension planning back up and running after the initial set-up period and, because it is being paid for by the business, the scheme is also reducing the company’s taxable profit.

What’s your next step?

We offer all prospective clients an initial discovery meeting with one of our financial advisers at our expense, to see if we can be of help to you.

Book your meeting to take control of your financial future today.

Simon Phippen
Simon trained as a Management Accountant and has an MBA from ESCP in Paris. He brings his financial and business management skills, developed in a wide range of industries, to the operational running of Riverfall. Simon uses the fact that he is not a financial adviser to ensure that Riverfall’s thinking is always client-focused and often challenges some of the ways in which the advice business has traditionally been conducted. His experience of working in world class organisations has taught him the importance of building a team around a strong set of values which is then reflected in a great customer experience. All team members are trusted to have delegated responsibility and are encouraged to come forward with new ideas to improve the business and its services. What the Riverfall team say: “Accountant, poet and fearless leader, is there no limit to the man’s talents”.