UK & Specialist Pension Planning

Pension planning is a heavily regulated field and one that requires ongoing maintenance and regular, thorough reviews. We have extensive experience and technical knowledge in this area, and our services in this field include advising on retirement plans, tax status, accumulation and de-accumulation forecasts/planning, Small Self Administered Pension Schemes (SSAS), Self Invested Personal Pensions (SIPP), crystallisation of benefits, individual or group defined benefit and defined contribution schemes, as well as the new auto enrolment schemes.

Our specialist team includes three in-house Pension Transfer Specialists allowing us to advise on the more complex areas of pensions, including Deferred Annuity, S32 plans, Occupation Schemes, Executive Pension Plans (EPPs), Money Purchase, and transfers to Final Salary.

Pension planning can also form another part of our approach to Corporate Financial Planning and often focuses on structuring benefits for different employee groups, auto-enrolment, directors and key employees.

Our work in this sector also extends to independent/professional witness work where we will act as consultants on pensions related court cases on behalf of our clients.

Our People

No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663

The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.

The Private Office is a trading name of The Partners of The Private Office Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration Number is 602193 which may be checked on the Financial Services Register by visiting
The Financial Conduct Authority does not regulate Trusts, Tax Advice or Wills.
Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.

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  • Authorised and regulated by the Financial Conduct Authority