Pension Scheme Management

Pension Scheme Management – Medium-sized Company, Domestic Market

Spartan Financial Solutions manages a pension scheme and looks after all investment activity for this company with approximately 40 employees. We also manage financial planning issues for individual staff as required. We also ensure that all trustee services are dealt with off-site, taking considerable pressures off local directors. Wealth extraction for directors is also managed on an ongoing basis in cooperation with the client’s tax advisors.

This is a complex, overarching portfolio which requires the administrative capacity, financial expertise, software tools and external relationships of Spartan Financial Solutions.