Actuarial/Admin/Investment Advice

We at Lansdown Place see our role as consultants, with regard to your full suite of employee benefits, providing help and advice in a number of different areas rather than the provider of any one single product.

One of those areas includes Defined Benefit Pension Schemes which are not normally the preserve of the traditional IFA. At Lansdown Place we have the knowledge and experience to discuss your current arrangements whether it be auto-enrolment compliance post 2012 or benchmarking the costs and services of your Defined Benefits or Trust based money purchase pension scheme.

This actuarial advice along with the administrative services and investment advice already in place can be benchmarked together or in isolation against the wider market. This will either give you the piece of mind of knowing that you are getting value for money from your current adviser or indeed the knowledge that you are able to get enhanced services or reduced pricing from an alternative adviser in the market.

As we do not provide these services directly ourselves it enables us to take a very much more independent view on the options available to you whether your scheme is bundled or unbundled.

Once we have established whether or not your existing advisers are providing value for money, we are happy to introduce you, where appropriate, to one of a number of different Actuaries that we have assessed for customer service and value for money.

Having established that there are savings to be made or additional services to be gained at that stage we assist you to decide whether or not there is a match between your objectives and their services.

We would welcome your call to discuss these services should you feel that they would be of use where our senior corporate consultant, Steve Brice will be happy to talk through your requirements.