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Auto Enrolment Presentation at Chambers of Commerce Blackburn
I have pleasure in confirming we are inviting employers to a free presentation on Auto Enrolment / Workplace Pensions. The event is scheduled for 7th November and will cover the following:- The presentation is aimed at all employers as it is their legal requirements to make appropriate admin arrangements and also prepare financially. Attendees will […]
Read MoreJob Vacancy – I.F.A Administrator based in Preston
Exceptional, organised, driven and experienced individual required for a firm of Independent Financial Advisers. The role is to provide complete administrative support for Financial Advisers; 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 […]
Read MoreAutomatic Enrolment Work Place Pension Guide
We are presently offering a complimentary guide to Automatic Enrolment, please kindly complete the contact sheet and this will be send to you immediately. This guide will prepare you for compulsory Pension Auto-Enrolment. As an Employer this will guide you through your legal obligations and avoid you sleepwalking into a default scheme. It will take […]
Read MoreAuto-enrolment Work place Pension Advice in Preston
Our work over the past 12 months has discovered a number of employers have the assumption they can use their existing pension scheme. However most schemes we have come across do not meet the qualifying criteria or the contribution levels. I strongly advice you seek advice to establish whether your existing pension scheme is suitable […]
Read MoreAuto Enrolment Workplace Pension Guide
The Pensions Regulator has published over 250 pages of notes to help employers comply with their new responsibilities, which in essence breaks down into 33 new pension responsibilities for each employer! To make life a little easier, we have broken them down into 5 main areas in our guide – here is an overview of […]
Read MoreAuto Enrolment, Work Place Pensions solution in Preston
We offer a complete solution to employers with 5-250 employees. This includes:- • Establish qualifying pension provider (maybe different for different types of workers). • Demonstrate to you the necessary actions required to enable the Pension provider to assess workforce at each pay reference period. • Arrange assessment of workforce at the staging date only […]
Read MoreShariah Compliant Pension and Investment
Islamic Sharia / Shariah Law places restrictions on the way your money is invested in a pension or investment plan. You need to avoid interest bearing and haram investments (pork, alcohol, tobacco, pornography, prostitution, gambling, weaponry). You can invest into the following three types of funds in a Sharia / Shariah compliant manned: Equity Funds Commodity Funds […]
Read MoreZakah / Zakat Calculations on your Investment and Pension Plan
Please feel free to contact us to help in calculating your Zakah / Zakat on your investment and pension plans. In addition to the above it is extremely important you calculate the “interest cleansing figure”.
Read MoreAuto Enrolment Workplace Pension – Shariah Compliant Offering
We are offering employers who want to provide their Muslim employees with a Sharia compliant pension scheme. The Scheme qualifies for auto enrolment and unlike other pension schemes does not carry annual charges to the employer.
Read MoreAuto Enrolment – Workplace Pensions July Deadline
We are still in a position to help companies meet their legal requirements to have a workplace pension in place for a staging date of 1st July.
For local companies based in areas such as Preston and Manchester we are able to provide you with a qualified Independent Financial Advisers on site within 24 hours.
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Guide to ISAs
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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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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