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Pension Consultancy

The duty to provide a workplace pension is now statutory. By communicating your pension scheme to staff in a positive way, you are engaging them in the benefits you are providing.

Jay Financial will work with you to ensure your pension scheme processes work as efficiently as possible and to reduce the time it takes to manage the scheme. We will also design and deliver the pension communication strategy.

  • Group presentations about your pension scheme
  • 1:1 confidential meetings for individual staff to answer common questions such as, “How much will this cost?”, “What will it be worth at retirement?” and “What can I do with my old pensions?”
  • Pension awareness campaigns, including leaflets and posters
  • Bespoke information pack about your scheme, to supplement statutory letters
  • Reviewing the pension scheme contributions to ensure you remain within the statutory minimums
  • Developing enhanced benefits for employees with long service and/or seniority
Jay Financial has the following accreditations:
  • Pensions Management Institute Certificate in Auto Enrolment
  • Pensions Management Institute Certificate in Pensions Scheme Governance
  • Chartered Insurance Institute Advanced Qualification in Pension Transfers
  • Chartered Insurance Institute Certificate in Pension Updates
To discuss how Pension Consultancy can benefit your company, please contact Jackie on 01283 761866 or e-mail jackie@jayfinancial.com

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Regulatory Statements

Jay Financial is authorised and regulated by the Financial Conduct Authority

FCA Firm Number: 450655

Telephone : 01283 761866

Proprietor: Jacqueline Fancourt

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FCA consumer website - The Money Advice Service - please click here

To verify our status with the FCA, click here and key in our FCA number: 450655

Jay Financial is authorised and regulated by the Financial Conduct Authority
FCA Firm number 450655, Independent Financial Adviser, Jacqueline Fancourt