Our Services >Business clients >Retirement Planning

Pension planning:

Directors may prefer to establish a separate pension plan from that of their employees.

The reasons for this are that the term of their employment may be a fixed number of years, their tax position may be more complicated than other employees, or they may prefer to set up a form of self invested plan more suitable to their circumstances.

Directors and partners may also wish to leverage their company pension scheme at some stage to raise funding for the business. This may be a tax and cost-efficient way of funding the acquisition of commercial property.

In these circumstances, sound pensions advice will be invaluable.

Management and employee benefits:

It goes without saying that to retain and recruit the best management and staff the salaries offered to them are important.
However, employees today are more financially aware and often expect their employers to provide pension, protection and health benefits as key elements of their remuneration packages.

Oyster IFA's can appraise existing and advise on potential arrangements providing solutions in the most cost effective way.

At Oyster IFA's we ensure that our corporate client objectives are met in the most cost effective way.

We will carry out a full financial fact find, usually without charge, before making any recommendations.


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

The Financial Services Authority does not regulate taxation advice, will writing, debt consolidation, business risk and some forms of savings and mortgages.

Oyster Independent Financial Advisers Limited's registered address is: Media House 63 Wostenholm Road Nether Edge Sheffield S7 1LE. Registered in England: 583115

Oyster Independent Financial Advisers Limited is authorised and regulated by the The Financial Services Authority. The Financial Services Authority does not regulate taxation and trust advice and personal finance.

Oyster Independent Financial Advisers Limited is entered in the Financial Services Authority register and the registration number is 453876. www.fsa.gov.uk/register

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

There may be a fee for Mortgage advice, the precise amount will depend upon your circumstances but we charge a maximum fee of £395, more typically £195 on top of any commission we may receive.

The tax relief's referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.