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Sharia Islamic Pension & Investment Fund Focus – HSBC Amanah
HSBC Amanah investment and pension fund is over 10 years old and has provided Muslims across the country the opportunity to invest in a Sharia compliant manner. The equity (stocks and shares) based fund is predominately invested in America, with household names forming a large percentage of the fund; such as Apple, Microsoft, Exxon Mobil, […]
Read MoreIslamic Education Conference – Oxford 2015
We have pleasure in confirming we will be at the Islamic Education Conference being held in Oxford on the 25th April 2015. Our team will be present and able to answer questions on Investments, Pensions and Auto Enrolment. We have already set up Sharia compliant workplace pensions for Islamic Charities and organisations. We have also […]
Read MoreAuto Enrolment Workplace Pensions a Win Win for Employees
Every eligible employee will be able to join a workforce pension, gaining tax relief on contributions and more importantly getting an employer contribution. For example if an employee contributes 80pence, they will receive 20 pence tax relief from the taxman and a further £1 contribution from their employer; suddenly this contribution of 80 pence turns […]
Read MoreJOB VACANCY – IFA ADMINISTRATOR – PRESTON BRANCH
Exceptional, organised, driven and experienced individual required. The role is to provide complete administrative support for Financial Adviser; this to include, quotations, preparing schedules, completing applications, dealing with client queries etc. You will be responsible for managing your own work load and working closely with Financial Advisers. You should be comfortable using Microsoft Office and […]
Read MoreAuto Enrolment Workplace Pensions to hit small businesses hard
Small businesses are now receiving notification about their workplace pension staging date from The Pensions Regulator. Since the beginning of the year we have seen businesses from all areas of the country (Preston, Manchester, London) and all have the same questions:- Is it compulsory? How much do I have to contribute? Do I have to […]
Read MoreRolls Royce Leisure appoint Sage Financial Management for their Auto Enrolment Workplace Pension
With stiff competition from other Financial Adviser firm’s Sage Financial Management has now been instructed to implement Rolls Royce Leisure’s Workplace Pension. As specialist in the pension and investment we aim to provide all clients with exceptional advice and service. With nationwide coverage and bases in Preston and London please contact us for a free […]
Read MoreWorkplace Pensions (Auto Enrolment) seminar in London
We have pleasure in announcing free Workplace Pension Seminars for London based Employers. Many employers are baffled by Auto Enrolment as they don’t know enough about it. As a result they are choosing to ignore it until a few weeks before their staging date. This can lead to fines for employers and additional administrative work […]
Read MoreAuto Enrolment – workplace pension scheme service for Employers in and around Preston
A high volume of Employers with a workforce below 50 will be staging in 2015. If your Auto Enrolment staging date is a few months away and you haven’t started any preparations, then you can postpone enrolment by up to 3 months. This means that you can delay payment by 3 months making some monetary […]
Read MoreWorkplace Pensions (Auto Enrolment) seminar in Preston
Many employers are baffled by Auto Enrolment as they don’t know enough about it. As a result they are choosing to ignore it until a few weeks before their staging date. This can lead to fines for employers and additional administrative work putting a strain on both the employer, the person processing the payroll and […]
Read MoreAuto Enrolment: Opting Out
The question that is most frequently asked in our Auto Enrolment presentations is ‘What if I don’t want to join the workplace pension scheme, what do I do?’ The law says that every worker who is entitled to join their workplace pension scheme or has chosen to join the pension scheme can opt out. However […]
Read MoreComplementary Financial Advice Guides
Auto Enrolment Pensions
Auto-enrolment aims to increase the level of retirement saving though the workplace and affects every employer in the UK. This guide tells you how all employers including micro businesses can prepare for compulsory pension auto-enrolment. Sign up now to receive information about our paid services and receive this bonus guide today.
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Guide to ISAs
2014-15
Our complimentary guide to ISAs 2014-15. In this guide we discuss individual savings accounts and how to make the most of your annual tax year allowance. We cover questions such as 'What is an ISA?' and 'What should I look for in a cash ISA?' Sign up now to receive information about our paid services and receive this bonus guide today.
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Planning For Retirement
Despite all of the recent changes, pensions still represent one of the most tax-efficient ways for most people to save for retirement. The aim of our retirement guide, therefore, is to help you understand the options that are available to you. Sign up now to receive information about our paid services and receive this bonus guide today.
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Successful Investment
Successful long-term investment is not just about buying low and selling high – although that is always a good principle to bear in mind. Go back to basics– markets may rise and fall but the rules of sensible investment remain constant. Sign up now to receive information about our paid services and receive this bonus guide today.
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Testimonials
"We have used the services of Sage Financial Management for the past year and we have found them to be extremely professional in their approach. The advice and guidance that we receive is honest, professional and reliable. They are always ready to find the time to meet with you and explain matters in full, in a manner that is appropriate. I will have no doubt in recommending them to friends and family."
Dr Baki, Delta Care Limited, Preston"Sage Financial Management has certainly been very helpful to me and my company. With issues such investments and pension planning I have reaped a lot sound and impartial advice. The advisers are always flexible on meeting arrangements to suit my busy schedule, and advice is in a simple language so it does not take me too long to analyse."
I Ahmed, Eye Care Optical, Director, Nationwide"Sage Financial Management provides an effective service that is tailored to the individuals needs. The service is performed in a professional, no-pressure manner. I have no hesitation in recommending them."
W Yasin, Riley Moss Chartered Accountants, Preston