Charterhouse Group’s Post

A pension is a way to save for your retirement, so you have money to live on when you’re no longer working. It’s like a long-term savings plan that grows over time.  Rachel at Charterhouse Financial can help you understand the best way to build your pension, ensuring you have a secure income in your later years! 📧hello@charterhouse.financial 📞 01782 479966 🌐 https://lnkd.in/egcShSdv #financialplan #finance #future planning #savings #futureplans #FinancialPlanning #WealthManagement #InvestmentStrategies #RetirementPlanning #EstatePlanning #InsuranceSolutions

Planning for the future is essential for achieving long-term goals and staying financially secure. Whether it’s saving for university, buying a home, or planning for retirement, having a plan in place helps you make smart decisions today that will benefit you tomorrow.  Rachel at Charterhouse Financial is here to help you build a solid plan for whatever life throws your way.  📧hello@charterhouse.financial 📞 01782 479966 🌐 https://lnkd.in/egcShSdv #RetirementSavings #PersonalFinance #FinancialWellness #SmartInvesting #FinancialAdvisor #BudgetingTips #SavingsGoals #RiskManagement #FinancialEducation #EconomicOutlook #FiduciaryResponsibility

Hi All,   On 29th Feb 2024, CIPFA invited comments to update 2023/24 and 24/25 codes.   In summary This reduces disclosure requirements for pensions reporting in line with FRS 102 includes the option to simplify the measurement of operational property, plant and equipment by using indexation. If this get through then that changes audit landscapes for local authorities, it’s a “watch this space “ at the moment. Links below     https://lnkd.in/epR9itCG  

Better Accounting can help you strategize for retirement to minimize tax liabilities. Our experts provide tailored advice and planning strategies to optimize your retirement savings and ensure tax efficiency. Call Better Accounting to learn how we can assist you in preparing for a financially secure retirement while minimizing tax burdens. #BetterAccounting #SmallBusinessAccounting #StaffAccountant #RetirementTaxPlan https://bit.ly/3VLc8bn

A cash balance plan is a type of defined benefit retirement plan, often offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #retirement #benefitinsights

Benchmarking corporate retirement plan fees on a periodic basis is an important fiduciary duty. Audrey Wheat, a manager on CAPTRUST's vendor analysis team, discusses two methods for benchmarking fees and how CAPTRUST's centralized database can help to expedite the process. #plansponsors #retirementsavings #retirementincome #retirementplans #retirement #retirementindustry

A cash balance plan is a type of defined benefit retirement plan. Usually, it is offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #retirementplanning #benefits #retirementplan

A cash balance plan is a type of defined benefit retirement plan. Usually, it is offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #benefits #retirementplan #retirementplanning

Private pensions can be an efficient way to pass on wealth, but it is important to consider what, if any, tax will be payable on a private pension you inherit. The person who died will usually have nominated you by telling their pension provider that you should inherit any monies left in their pension pot. If the nominated person can’t be found or has since died, the pension provider may make payments to someone else instead. #Pensions #InheritedPensions

A cash balance plan is a type of defined benefit retirement plan. Usually, it is offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #retirementbenefits #retirementplan #benefits