Business Financial Planning

We provide wholly independent advice on the wide ranging needs of a business; from preparing a comprehensive employee benefits solution to key employee/director planning
Business Financial Planning Business Financial Planning

Pole Arnold Financial Management Ltd understand the key business issues and our experience enables us to work with employers to advise on and implement appropriate benefit schemes.

Employee Benefits

The current most topical subject for nearly every business is the new auto-enrolment legislation which will impact every employer at some point between 2012 and 2016.

A comprehensive (and affordable) employee benefit solution is important to many businesses in recruiting, rewarding and retaining valued team members.

We can advise you on the most appropriate solutions for:

  • Group Pension Schemes
  • Group Death in Services arrangements
  • Auto-enrolment

Protecting key people and your business

The untimely death or illness of a key employee/director can have a devastating impact on a business. Key person cover can help protect the business.

The death or illness of a key shareholder can cause even bigger problems for the remaining shareholders and the family of the deceased. Share or partnership protection can help the remaining shareholders retain control of the business and provide monetary value to the beneficiaries of the deceased. Core areas of advice in this area of planning for businesses are:

  • Key Person Assurance
  • Shareholder Protection
  • Partnership Protection

Executive/Director Financial Planning

We often advise businesses on the more focussed requirements of their executives and directors.

This could involve a more specialist pension solution such as a Self Administered Pension Scheme (SSAS or SIPP).

Retirement counselling for key team members as they approach retirement

Individual financial planning  for employees/directors

Employee workshops to guide staff on how their employee benefits fit into their own plans.