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Auto Enrolment Workplace Pension Solution
Small and micro employers with less than 50 employees will have their pension staging date in 2015. Most employers, although having received a reminder from The Pensions Regulator will yet not have given any thought to how they’ll introduce a workplace pension scheme. Some employers are even leaving it till after their staging date to […]
Read MorePension Options from April 2015
Over the past 12 months the government has announced it will allow pensioners taking their retirement benefits complete freedom; allowing them to potentially extract all their pension fund in one lump sum. Also another announcement was the removal of the 55% tax charge on death whilst in receipt of pension benefits. The ability to pass […]
Read MoreIslamic Education Conference Oxford 25 April
Sage Financial Management is proud to announce it will be present at the Islamic Education Conference taking place on the 25th April in Oxford. As well as being one of the exhibitors qualified Independent Financial Advisers will be available to answer questions on Islamic / Sharia investments and pensions. Please see link below:- http://www.islamiceducationconference.org/exhibitors
Read MoreAuto Enrolment Work Place Pension Solution
Employers need to automatically enrol all eligible jobholders on to a ‘qualifying’ or ‘certified’ workplace pension and need to make minimum contributions into it. All jobholders working in Great Britain aged at least 22 years old who have not yet reached State Pension age and are earning more than £10,000 a year will need to […]
Read MoreLending for GP Surgeries , Dentists, Care Homes, Pharmacies & Vets – 100% Funding
Sage Financial Management is proud to announce a new working relationship with lenders and can now offer 100% funding for GP Surgeries, Dentists, Care Homes and Vets. Please see further details below and contact us for a complimentary meeting. GP SURGERIES: – 100% LTV – Repayment term 20 – 30 years – Unsecured up to […]
Read MoreAuto Enrolment – Work Place Pension
If you are interested in attending a free seminar about Auto Enrolment in the Preston & Manchester area; please kindly contact us on 01772 700 008 or alternatively complete the form below. A must for all employers who have yet to stage there Auto Enrolment pension. An ideal opportunity for you to find out exactly […]
Read MorePension v ISA
With George Osborne’s Budget now allowing full access to pension savings from age 55, pensions are now more attractive than ever before. Any contribution up to 100% of earning or £3600 if higher, attracts tax relief at the highest marginal rate of income tax payable in that year. With an ISA no tax relief is […]
Read MoreTop Rated Independent Financial Adviser – Vouched For
We are very proud to confirm we were recently rated 4.8 out of 5 by Vouched For who conducted an independent survey. See some comments below:- Rizwan listened carefully to our unusual circumstances, and provided helpful information and advice to guide our decision making. He was patient with our time delay but persistent in keeping […]
Read MoreMerry Christmas
Merry Christmas, hope you have a wonderful day and festive period. Best Wishes Sage Financial Management…………
Read MoreAuto Enrolment Workplace Pensions
I have reservations about how the industry is going to cope with the auto enrolment in 2015 – 16. Auto Enrolment Work place pensions is now hitting small to medium enterprises. Many insurance companies have slow and old computer systems not designed for the mass market. I strongly recommend you begin planning for your workplace […]
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