We actively encourage our customers to look at the bigger picture by taking positive action now for prosperity later.
A variety of pension scheme
Keen Investments uses investment processes as part of our approach to pensions and can advise on and arrange policies based on your current circumstances, ambitions and budget:
- Personal pension policies
- Executive personal pensions
- Small Self-Administered Schemes (SSAS)
- Self-Invested Personal Pensions (SIPPs)
Personal pension management
We have access to many comparison tools that consider the charges and benefits of various schemes. Your dedicated financial adviser will report these independent findings in a clear manner and deliver our expert recommendations for moving forward.
Once a pension plan has been decided upon, we can act to transfer your current pension or consolidate multiple pensions.
Business pensions and auto-enrolment
As well as considering private pension options, Keen Investments can help business owners who want explore stakeholder pension schemes and confirm their auto-enrolment options.
Auto-enrolment means that companies must provide pensions to their workforce. We can make sure that a tailored pension scheme is seamlessly integrated into your business operation and will educate your staff on their pension and payment options, to help you meet your employer responsibilities.
For when you want to start using your pension, Keen Investments can explore and set-up purchased life annuities, impaired life annuities and enhanced annuities, as well as pension drawdown arrangements.