Group Personal Pensions & Plans.

Prosperis Ltd acts as a financial adviser to both the employer and the employee, in all aspects of retirement planning.

Following an extensive research process, we will recommend a Product Provider to administer your Group Personal Pension Scheme (GPP) or Workplace Pension Scheme (WPS), usually within a fixed annual charge.

For existing schemes, this may be a simple endorsement of the current arrangement and we may highlight areas where cost can be reduced and/or administration systems improved.

Services we provide include:

• Independent market review & selection of pension provider
• Review of annual management charges
• Advice on scheme design
• Independent advice to eligible members addressing:
  • Affordability
  • Retirement planning options
  • Contribution levels
  • Investment options
  • Information source for non-members
  • Individual financial reviews for staff