Charterhouse Group’s Post

Do you have previous pensions and feel like you have no control over them? or you are not sure which provider they are even with? You are not alone...we hear this a lot from out clients As part of your financial plan Charterhouse Financial will take the burden away of consolidating your old pensions for you! That is one less headache for you and a step in the right direction towards a financial plan... 🗓️ Schedule a no-obligation financial chat with us, and let's start by offering smart yet straightforward advice   📆 https://lnkd.in/dfK9JM4W 📧hello@charterhouse.financial 📞 01782 479966 🌐 https://lnkd.in/egcShSdv #MoneyManagement #FinancialLiteracy #RetirementSavings #PersonalFinance #FinancialWellness #SmartInvesting #FinancialAdvisor #BudgetingTips #SavingsGoals

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

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

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  

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

The Importance of Fee Benchmarking for Retirement Plan Sponsors. Benchmarking relevant fees on a periodic basis is an important fiduciary duty for retirement plan sponsors. Are you overdue when it comes to benchmarking your retirement benefit plans?

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

What's stopping Aussies from preparing for retirement? A recent study of over 1000 participants shows that of those who have sought professional financial advice to help them plan for retirement, seven in ten are either satisfied (32%) or very satisfied (38%) with the advice they have received. Speak to us today: https://lnkd.in/gNgNrwRz #financialadvice #finance

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