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Pensions
Auto Enrolment – Workplace Pensions
In preparation for automatic enrolment please consider the following links:- www.tpr.gov.uk/help-clients-prepare; www.tpr.gov.uk/ae-essential-guide; www.tpr.gov.uk/staging-date; www.tpr.gov.uk/planner; www.tpr.gov.uk/six-month; www.tpr.gov.uk/postponement; www.tpr.gov.uk/subcribe; www.tpr.gov.uk/research For a complete independent view and complimentary report call us now on 07811158419:-
Read MoreSharia / Islamic Pension Solution for Schools and Charities
The Law requires ALL employers including ALL SCHOOLS and CHARITIES to provide a workplace pension for their employees! We are the first and largest provider of Sharia compliant independent advice in the UK. Our success is primarily based on the effective long term relationships we have with our clients and our open and honest approach. […]
Read MoreIslamic / Sharia compliant Auto Enrolment Workplace Pension
Is you are seeking an Auto Enrolment Workplace Pension solution for your Muslim workforce please contact us. We are the first providers of Sharia compliant pension and investment advisers in the country, with over a decades experience in this area. Being Independent Financial Advisers we are not tied to any bank or insurer; we can […]
Read MoreIslamic Pensions
Pensions are now more attractive than ever before for Muslims looking for a Shariah compliant alternative. In brief terms the changes mean that, from 6 April 2015 any individual (and not just a dependent) can inherit the unused pension funds on the death of the member, where those funds are used to provide a pension […]
Read MoreIslamic Shariah Pensions & Investments
Islamic pensions and investments invested in the equity market have returned in excess of 10% per annum over the past five years. All Islamic Shariah investments and pensions must be certified by experts in Shariah, generally through a panel or board comprised of respected Shariah scholars who are qualified to issue ‘Fatwas’ (religious rulings) on […]
Read MoreIslamic Workplace Pension
If you require an Auto Enrolment scheme that is Shariah compliant to cater for Islamic principles please kindly contact us. All employers and non for profit organisations at some point will have to ensure they have an Auto Enrolment pension scheme available for their staff. We have provided suitable Islamic Shariah compliant pensions for a […]
Read MoreAuto Enrolment Workplace Pensions can be a key for small businesses
Auto Enrolment can be positive for small businesses; it offers employees an incentive to remain with the employer especially if the employer is making substantial contributions. In addition to offering pensions many employers should also consider death in service and private medical insurance. Death in service is now as costly as many think, please call […]
Read MoreAuto Enrolment Workplace Pensions – Missed your staging date
If you have missed your staging date for Auto Enrolment we can help and will do our upmost to have your scheme up and running within a matter of days. We guarantee acceptance for companies who have missed their staging date. We have a dedicated team for Auto Enrolment with fast implementation. Please contact us […]
Read MoreAuto Enrolment Work Place Pensions solution for Preston business
If you are a business based in Preston or surrounding areas and would like to attend an Auto Enrolment seminar please see link below:- http://www.growthaccelerator.com/events/sp-chamber-7-11-14 Auto-enrolment is the new pension procedure that government has confirmed as compulsory for virtually all employers. The presentation is aimed at all employers as it is their legal requirements to […]
Read MoreAuto Enrolment Workplace Pension Investment Guide
Most of the Auto Enrolment providers will have a lifestyle balanced fund as a default fund for all members. This fund will contain shares, bonds cash and property. These types of funds are automatically rebalanced as you get closer to retirement; for example as you get closer to retirement your equity exposure will reduce and […]
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