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UK Pensions
Offshore benefits; onshore security
Retirement provision is one of the most important investments of your life, but is sometimes neglected by even the most discerning of investors.There are tax advantages and capital guarantees provided by some offshore investments, whilst remaining under the comfort of the UK regulatory framework. There are also particularly flexible contracts where an extensive range of investments can be made.
Products
We are able to offer two alternative products to best suit your individual needs:Services
Phoenix Consultants Ltd is able to offer independent financial advice in this complex area and offer a free review of your preserved UK pension scheme.
This will involve an initial meeting to discuss your existing arrangements, information gathering by ourselves, followed by a full review and recommendation, including the UK regulated Financial Services Authority transfer analysis report, where appropriate.
If you do decide to go ahead, should our recommendation be to transfer your pension, we will go through the whole process with you to ensure our advice suits your needs and goals.
The recommendation is researched and produced for you by our dedicated pension’s manager. He works solely on pensions and is professionally qualified with over 20 years of industry knowledge and experience.
People
Paul Wyatt; Head of Pensions
Paul joined Phoenix at the start of 2008 working exclusively with UK pension’s clients. Since then, Paul has undertaken a full review of the UK and Overseas pensions markets to ensure the right products are available to meet individual client needs.
He has worked for 24 years in the pensions industry in the UK and is fully qualified to give pensions advice, holding the Advanced Financial Planning Certificate in Pensions.
He has had a variety of roles including Client Advice, Training and Management, working for large institutions including Lloyds and NatWest Banks, as well as other Financial Advisers, Administrators and Employers and so brings a breadth of knowledge from all sides of the industry.
Paul is now permanently based in our Bangkok office ensuring his expertise is readily available.
He works closely with our investment management team and consultants to ensure the advice you receive exactly matches your personal circumstances and requirements.
We also have expertise in UK State pensions
Phoenix Consultants Ltd. Administration Centre: 1913 BB Building, 54 Sukhumvit 21 (Asoke) Road, Kongtoey Nua, Bangkok, 10110 Thailand
Tel: + 66 2 664 1265, Fax: + 66 2 261 0919 /29
info@phoenixconsultantsltd.com