The Pension Specialists - Corporate Services

By: Pension Specialist  09-12-2011
Keywords: Retirement, Financial Planning, Planning Services

Our team works with medium to large corporations on all aspects of financial planning services.

Some of these services are:

Executive Financial Planning Services

As an executive benefit, many corporations retain our team of professionals to act as personal financial advisors to the executive staff.

Most corporations feel that executives have plenty of other concerns besides their tax and financial issues. We evaluate and provide on-going consultation on every aspect of their tax situation, estate, retirement and investment portfolio.

We also assist companies to implement executive compensation structures such as individual pension plans, retirement compensation arrangements and other tax deferral tools. 

Retirement Consultation Services

Retirement is one of the most stressful times in an employee's life. The effects of ceasing to bring home an income after many years of working always creates a certain amount of anxiety. At retirement, people are faced with many options, have many questions and often don't know where to turn for assistance.

Our team will not only conduct a series of workshops for employees to address their questions, but will also spend time with each employee at retirement to help evaluate their situation and explain each available option.

Keywords: Compensation Arrangements, Financial Planning, Planning Services, Retirement, Retirement Compensation,

Other products and services from Pension Specialist


The Pension Specialists - Our Services - Pathway to Prosperity

The Pathway to Prosperity™ is our unique 5 step process designed specifically to help you eliminate your financial dangers, capture your opportunities and build on your individual strengths and past experiences. By using a combination of your past experiences, present and future lifestyle requirements, integrating them with financial strategies we are able to design solutions unique to your situation.


The Pension Specialists - Travel Insurance

Coverage for expatriates, foreign students, or visitors to Canada. The travel insurance products available include. Accident and flight accident insurance.


The Pension Specialists - Our Services - SeverancePackages

The amount offered is usually dependent on the length of service you would have with your employer. Salary Continuation comes in different forms, from a guaranteed income to a lump sum payment. Severance packages normally cover the following areas. Most people go on to bigger and better things. PAY ATTENTION TO YOUR PENSION!!!!.


The Pension Specialists - Our Services - Pension Service Centre

As with any journey, it is important to keep your eyes on the road ahead and always be aware of your speed and fuel. Your pathway to success may be challenged with life’s roadblocks or detours. The service centre has been created for individuals nearing retirement. Together we review options based on your current pension. You develop alternatives strategies and routes. We plan for life’s detours and roadblocks. You decide your chosen route.


The Pension Specialists - Our Services - services

These are important decisions and we can help provide you with independent advice for a fee to help you with your decision making process as to transferring your pension to Qualified Recognized Overseas Pension Scheme or enhancing your UK State Pension. This will enable you to get a much clearer picture of what is standing in your way, what you might gain and what will make it possible for you to turn your life dreams into reality.


The Pension Specialists - Business Owners

By using a combination of your present and future lifestyle requirements, integrating them with financial strategies we are able to design solutions unique to your situation. As a successful professional or entrepreneur – you have spent a good portion of your life building your business. The Pathway to Prosperity was designed specifically with you in mind. Individual Pension Plans for Small Business Owners.