We are experts in UK public sector pension schemes
How we can help you
As well as free Webinars, we can help you on a one-to-one basis if you need:
- A 25-minute discussion about your pension benefits
- A 45-minute discussion about your McCloud options pack (Remediable Service Statement – RSS)
- Support and guidance completing the form/paperwork necessary to apply for your pension benefits
- Detailed calculation support on pensions tax issues, particularly the Annual Allowance
- Modelling of your pension benefits, incorporating the impact of McCloud
- Our new subscription MemberZone for NHS Pensions information – lots of scheme information presented in a user-friendly way to help you understand what you have and how you can make better-informed decisions about your pension
- Help with updating HMRC with your Remedial Pension Savings Statements
How does it work?
We’ll agree your objectives at the outset and ask you for some background information.
When we’re discussing your situation and helping you complete forms, we’ll work with you online, using video calls and screen sharing.
For work involving calculations, we’ll carry out some of this work offline and prepare a detailed, personalised report. We’ll then arrange an online meeting with you to discuss it.
What will it cost?
We’ll agree a fee with you at the outset. Typical costs, will be:
- 25-minute discussion – £165 + VAT (£198)
- Support and guidance completing paperwork – £125 + VAT (£150)
- Pensions tax support – £700 – £1,000 + VAT
- Benefit modelling, incorporating McCloud – £450 – £2,000 + VAT
- McCloud options discussion – £250 + VAT (£300)
- McCloud Rollback HMRC RPSS service – £825 + VAT (£990 – cost claim back support also given)
The ranges quoted are a guide. They reflect that there are varying levels of complexity and a range of ‘what if?’ scenarios possible. We’ll help you decide what would work best for you based on what has worked well for other people.
