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Caleb Roberts Financial Management - Home Page

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Caleb Roberts Financial Management - Home Page | caleb-financial.co.uk Reviews

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caleb-financial.co.uk caleb-financial.co.uk
1

Workplace Pensions

http://www.caleb-financial.co.uk/Pensions/Company_Pensions_1

What are your duties? When do you need to act? Workplace Pensions (Auto Enrolment). Many companies offer a pension scheme to their employees. There are numerous different types available and usually the company will put some money into your pension if you decide to join. It is important that you take into account your existing pension provision or that from your previous employer before making any decisions. What do the changes mean for employers? Who needs to be automatically enrolled? Who can opt in?

2

Auto-Enrolment Introduction

http://www.caleb-financial.co.uk/Auto-Enrolment/Introduction_1

What are your duties? When do you need to act? The law on workplace pensions has changed – all UK businesses, who employ at least one member of staff, must now put a workplace pension scheme in place – and contribute towards it. Not sure where you might fit? The Pensions Regulator has created this useful calculator. To find your staging date. So – what do you need to do? Once you know your staging date, you will need to start planning – and there is a lot to do! A: 6e Bulwark, Brecon, Powys, LD3 7LB.

3

Investment Options

http://www.caleb-financial.co.uk/Savings_and_Investments/Investment_Options

What are your duties? When do you need to act? There are so many different mediums in which to invest, and here we look at just a few key areas:. Bull; Bank Accounts. Bull; National Savings and Investments. Ndash; these products are backed by the government and operate like bank accounts to a certain extent. There are some tax-free products available and they are generally considered low risk since they are backed by the government. Bull; Bonds and Gilts. Bull; Equities (shares). All these types of inves...

4

Advanced Pensions

http://www.caleb-financial.co.uk/Pensions/Advanced_Pensions_1

What are your duties? When do you need to act? In recent years the pensions industry has become more advanced in terms of the flexibility of investments available and the structure of the actual pension arrangements. It is an area of constant change and you should consult us/me regularly to make preparations for a secure and enjoyable retirement. Self Invested Personal Pensions (SIPPs). The benefits of using a SIPP include being able to invest in:. Unit trusts, open ended investment companies (OEICs).

5

Investing and Risk

http://www.caleb-financial.co.uk/Savings_and_Investments/Investing_and_Risk

What are your duties? When do you need to act? This page includes some of the good reasons for making investments into 'funds' run by 'fund managers' on behalf of the investors. Another advantage of pooled investment is being able to diversify. The value of investments may fall as well as rise. You may get back less than you originally invested. A: 8a The Maltings, East Tyndall St, Cardiff, CF24 5EZ. A: 6e Bulwark, Brecon, Powys, LD3 7LB. A: 6 Dale Drive, Holmer, Hereford, HR4 9RF. 2016 Caleb Roberts Fin...

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