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It's good to check our plans and actions to see if we need to adapt
Sam Henderson provides insights on lifestyle financial planning, emphasizing pensions freedoms and business protection strategies. He highlights the importance of understanding clients' desired lifestyles and adapting pension schemes to meet their needs. The document also details the registration requirements for PAYE schemes and encourages collaboration between business owners, accountants, and payroll companies.
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It's good to check our plans and actions to see if we need to adapt
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- 5. Lifestyle FinancialPlanning Pensions Freedoms Business Protection Workplace Pensions
- 6. Understand Clients’Desired Lifestyle Establish Actions to Achieve/Maintain Sort out Products, where necessary
- 7. Much More Flexibility: Taking Benefits Passing to Successors
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- 9. • Key Person– Profit Protection • Business Loan Protection • Share Owners Protection
- 10. 5 shillings per week49 53 1/6d per week 66 71 £148.40 per week 78 82 Life expectancy at 65 86 89 State Pension Life Expectancy M F * Information used is taken from the Pension Regulator Why Are We Here?
- 11. Mid 2013 1000 PAYEschemes required to register (‘000) Employers Staging Per Month Early 2014 3000 Feb 2016 30,000 Dec 2017 134,000 * Information used is taken from the Pension Regulator
- 12. Who Uses HendersonStone? • Business owners Struggling to deal with another layer of bureaucracy • Accountants Wanting to insure the most appropriate investment strategy is used • Payroll Companies Assist in the set up of the framework of the pension scheme ITS ABOUT THE RIGHT PENSION FOR YOU AND YOUR EMPLOYEES
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