KKW

  
KKW Pensions Management

Pensions Consultancy

Vacancies

None

Services

Actuarial

Consultancy

Administration

Independent Trusteeship

Winding-up

SSAS

Trustee Portals

Contacts

Pension Scheme Design

  • Whether setting up a new pension scheme or reviewing an existing scheme, we help you understand the various options and how they fit in with your long-term objectives.  Once decisions have been made, we implement the changes for you.  We also advise on the implications of legislative changes or proposals on your pension arrangements.

Communications

  • Good communication with the members of a pension scheme is essential to ensure that they understand and value the benefits being provided for them,  We prepare scheme booklets, benefit statements and trustees' reports.  We can also prepare pension scheme websites.

Risk Benefits

  • We advise on the merits of and obtain competitive quotations for the placement and renewal of risk benefit insurance including group life and Permanent Health arrangements.

We are licensed by the Institute of Actuaries to provide a range of insurance mediation and investment advice services to business clients where these are complementary to or arise out of the professional services we are providing to you. In the normal course of events, we would expect this range to cover all the services you may require from us. However, if during the provision of professional services to you, you need advice relating to certain investment activities, we may have to refer you to someone who is authorised by the Financial Services Authority, as we are not.

We are not authorised by the Financial Services Authority. However, we are included on the register maintained by the Financial Services Authority so that we can carry on insurance mediation activity, which is broadly the advising on, selling and administration of insurance contracts. This part of our business, including arrangements for complaints or redress if something goes wrong, is regulated by the Institute of Actuaries. The register can be accessed via the Financial Services Authority website at www.fsa.gov.uk/register.

If we recommend a contract of insurance (not being a contract of large risk or of reinsurance) we will do so on the basis of a fair analysis of a sufficiently large number of contracts of insurance which are available on the market.

Advice for Executives

  • We provide a personalised service to executives seeking independent advice on their occupational pension arrangements and the options within them.

SSAS schemes

  • SSAS (Small Self-Administered Schemes) can provide the entrepreneurial Director with a highly tax-effective and flexible pension arrangement with investment opportunities which are not available in the other pension arrangements.  We advise on and establish SSAS schemes