Burley Financial Services
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Employer Pension Scheme Review
Whether you provide directors with EPP or SSAS pensions, staff with access to an occupational pension or just have a group personal pension to which you make payments on your employees' behalves; our Employer's Pension Review Service will help to identify just what you should be doing now and assist in developing a clear strategy to help you achieve your objectives for provision of a long term benefit to attract and retain your key employees.

Due Diligence / Mergers and Acquisitions?

Our pension scheme review hasking at mergers and acquisitions. We assist all parties involved in transactions in order to ensure tha been used quite extensively in recent years by organizations as part of the due diligence process when loo t companies and their owners are aware of all potential liabilities that are involved. In this type of process we work very closely with the business and their board of directors along with any legal team that may be involved.

In a recent case we assisted one of our clients in highlighting the ongoing liability, along with a deficit of in excess of £9m that would be inherited immediately after the deal was completed. Needless to say, our advice assisted our clients in negotiating a better price for the company they were purchasing.

If you feel a little unsure about an existing pension scheme, or if you want to use us as an independent party to provide an unbiassed second opinion, please call us without delay. Alternatively email us at bfs@theburleygroup.co.uk
 
• Employers Pension Review Service
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Burley Financial Services Ltd is a private limited company registered in England and Wales under company no. 121 7536.
Burley Financial Services Ltd is authorised and regulated by the Financial Services Authority.