Member of an Employee Pension Scheme

21st March 2018

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Member of an Employee Pension Scheme

Our goal is to enable Members of Employee Pension Schemes to achieve their pension and investment objectives through structured planning and careful management of their financial resources.

Philip Sicat

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At Premier Financial , we understand People are busy today, and finding time to plan their pension and investments in a structured way is difficult. So we take away this burden.

Our goal is to enable our Employee Pension Scheme Benefits clients to achieve their pension and investment objectives through structured planning and careful management of their financial resources.

We ensure that we always present plans to them in a simplified way that they can understand and appreciate.

When a client receives a plan this is only the starting point. A bigger challenge is keeping the plan on track, and reacting as circumstances change.

At Premier Financial we place as much importance on the review of a client’s plan as we do on the development of the plan.

Our measure of success is simple. Do our clients achieve their pension and investment objectives, within the defined risk parameters that they identified for themselves?

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Pension & Investment Planning Service

We have an extremely simple investment process to make it easier for you to understand. This process enables us to work collaboratively with you towards your pension and investment objectives. Our pension and investment service offers you full visibility of your pension and investment progress online and via a mobile application on a 24/7 basis. In addition, our pension and investment service offers you excellent value for money and transparency in relation to your investments at all times.

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Tax efficiency

From experience we know that when people make pension, investments and financial decisions in a disjointed matter they don’t quite often consider the most tax efficient way to plan their affairs. At Premier Financial our pension & investment service reviews the tax efficiencies of your pension and investments and present you with the best options that suit you and will help you achieve your investment goals.

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Your outcomes through our structured approach

We aim to act as an investment coach to our retired investment & pension clients. We help you to gain a long-term perspective and to take a structured approach to your investments. We help you to try to avoid poor short-term decisions and to contain your emotions in relation to your investments. By articulating and sticking to our 6 guiding principles for successful investing, we aim to enable our investment clients to achieve better outcomes.

The outcomes that we aim to achieve for our clients include,

  • Clarity about their investment objectives in their plan and how to achieve them
  • Confidence in achieving their investment objectives, by following their investment plan
  • Trust in their adviser relationship, through our collaborative, transparent business practices
  • Feeling supported by knowing that Premier Financial is in your corner, guiding you towards achievement of your investment goals
  • Knowledge of your investment progress through information being available 24/7
  • Greater wealth through seeing your investments working as effectively as possible.